Banking solutions for a complete financial plan
When you hear the term “financial planning,” you probably think of investment strategies designed to provide for retirement years. But it’s important to have your assets, liabilities and cash working together today to fulfill all your financial needs. Maybe you are planning on making a large purchase. Maybe the kitchen needs remodeling. What if a natural disaster threatens? For some things, you’ll want to have access to cash. For others, you’ll want to secure financing – a mortgage or line of credit.* Your Inter Consultant advisor can help chart a course that allows you to live comfortably now, and also stay on track with your long-term objectives.
Lending Services
Whether you’re looking to purchase a vacation home, pay for an addition or acquire an investment property, there are many variables to consider in applying for a loan or line of credit.* With support from Inter Consultant Bank, your Inter Consultant advisor can help you determine the best way to borrow without disrupting your long-term financial strategy.
Cash Management
Cash solutions to manage your liquidity
Thoughtfully managing your day-to-day cash needs can be as important a part of your long-term financial plan as making the right investment choices. Your Inter Consultant advisor can help you complete your plan with a variety of cash management solutions, including online access to all of your accounts through Capital Access, credit cards, and a cash sweeps program to diversify your cash in the same manner as your investments.
Inter Consultant Bank
Experts in banking and lending services
Through Inter Consultant Bank, a wholly owned subsidiary of Inter Consultant, your advisor has access to a dedicated banking consultant in your area. Our team of mortgage consultants and securities based lending bankers can help you and your advisor identify the most appropriate lending solutions to meet a variety of needs.*