Make Us Your Local Insurance and Investment Advisor
Complimentary 45-minute consultation to review your current Retirement Strategies
INVESTMENTS - LIFE INSURANCE - MEDICARE - RETIREMENT PLANNING
As Independent Insurance and Investment Advisors, we can truly focus on our clients best interest. Four Points Advisory LLC can provide professional retirement planning services, money managers, institutional products, and advanced products for accredited investors that the general consumer does not normally have access to. Investment and Investment Advisory Services are offered to our clients through our broker dealer, World Equity Group Inc. a member of FINRA and SIPC.
Advisory clients are not charged a commission on transactions in their accounts. Advisory clients are charged a monthly fee for assets under management. If the market dips our monthly fees are less. If the market is good and our clients do better then we do better. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities - life insurance and long term care insurance or broker dealer services which pay a commission.
The Fiduciary Difference
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services.
SECURITIES-BASED LINES OF CREDIT (SBLOCs)
Why not use a lending solution that leverages your non-qualified assets at a LIBOR based variable rate or fixed rate options?
What is it?
A securities-based revolving line of credit is a borrowing product based on the approach of pledging eligible securities as collateral. This offers access to liquidity without the immediate sale of securities and avoids disrupting client’s investment strategies and objectives. Multiple portfolio's can be used as collateral.
Who is it for?
Individuals, business entities, and trusts are eligible to borrow and pledge.
How do I find out more?
Give us a call to learn more about how you can unlock the lending power of your current investment portfolio without having to give up it's market participation.
For additional information visit: Securities-Backed Lines of Credit – It May Pay to See Beyond the Pitch | FINRA.org