An Optimized Savings Solution
All that money sitting in your low-yield savings, checkings, and CD accounts...
Wouldn’t it be great to get a higher rate of return on your cash savings?
Even better, wouldn’t it be great to get that higher rate of return with a safe and secure investment account that’s simple to set up and transfer your money in and out of?
That’s exactly what we’re now offering to you with Power Savings.
- HIGH-YIELD: Gain access to higher interest rates of return by shopping a national network of banks (instead of being limited by local banks and your ability to manage several accounts).
- SAFER: Lock in a guaranteed interest rate of return as you place money in high-yield CD and savings accounts and choose your level of FDIC coverage.
- SIMPLE: Create one account with one login (instead of creating a separate account and login for every different investment).
Power Savings is for you if:
- You want to be SMART with your money and feel SECURE in your decisions within this new, ever-changing economy.
- You have cash saved in low-yield savings or CD accounts.
- You want your money to work harder for you, yielding guaranteed higher returns.
- You prefer your cash savings to be fully FDIC-insured.
- You want to have one account and one login for your cash savings investments.
The Details: What You Get With Power Savings
- Certificates of Deposit (CDs) & OPTIONAL FDIC Insured Bank Sweep of Cash
- Choose Between FDIC Insured Cash Sweep Account or a higher-interest non-FDIC Insured Money Market Mutual Fund
- Available in 3, 6, 12, 18, 24, and 36 Month Target Durations and Ladders
- Determine the portion of the account to remain in Core (Very Liquid) holdings an the portion you want invested in FDIC Insured Bank Certificates of Deposit (CDs)
- Options For Reinvestment Of Matured CDs
Not sure what all of that means? That’s okay! Your Stone House Advisor will explain each piece of the Power Savings Program when you meet with them.
How to Get Started
- Complete the form on this page to request an appointment with a Stone House Advisor.
- A Stone House Advisor will be touch within one business day.
- Meet with your Stone House Advisor to review your finances and find the right personalized money management plan for you.
There is no cost to your first meeting with a Stone House Advisor and there is no obligation to become a Stone House client once you meet. We’re here to help you find the right plan for you.
