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Office: (316) 267-3220 • Fax: (316) 291-4115

Cash Management

“Cash is king,” so one of the most critical aspects of your financial plan is how you manage your hard-earned dollars. By analyzing your assets, liabilities, and income/expenses, we can help give you confidence that you are maximizing the flow of cash in your financial statements. Our services and products related to cash management include:

  • Insured cash account
  • Brokerage CDs
  • Structured CDs
  • Low-interest investment collateralization
  • Margin accounts