Retirement Tax Advisory Group Inc.

Registered Investment Advisor & Independent Financial Planning Firm

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Hampton Scurlock, CFP®
Kenneth Garrett
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$59 Tax Return
CD Referral Service
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CD Referral Service
Access to Some of the Highest Rates in the Nation
 

 

One way we help our clients and potential clients is to find the best rates on CD's and other accounts. We are able to "shop around" to find some of the highest rates. Remember, it is our job to help people save money and make money. 
 
We are often asked about this service. Some people think it is too good to be true. After all, the individual gets help and often quite higher returns. We do not charge any set up fees, comissions, etc. You do not have to have any other accounts with us. There are no fees/kickbacks paid to us by the banks. We actually earn nothing, other than the satisfaction of helping someone else, by offering this. Contact us (e-mail or 859-233-1083) when you are ready to open a CD or if you have questions.
 
Even though we earn/charge nothing on this service, there is an information sheet and disclaimer that we give to clients. This is provided to individuals before opening a CD and outlines taxation and other important matters.
 
 
 
RTAG is not NCUA/FDIC insured, we are simply referring individuals to some of the top-yielding FDIC-insured bank accounts and NCUA insured credit union accounts by "shopping" for the most competitive accounts at no additional cost to the individual. Money is not on deposit at RTAG.