Broker Check

Sleep at Night Money

Cash is the cornerstone of a solid financial plan.

A strong financial plan begins with cash. How much cash do you need to keep in the bank? What’s your “sleep at night number?” It’s different for everyone, and before we can embark on an investment strategy that will set you up for the long-term, we need to understand how much cash you need to have on hand to feel comfortable.

Click here to read more about FDIC deposit insurance: FDIC: Deposit Insurance At A Glance

Our specialty