What we do

Your Savings Matters is the plug-n-play Asset and Debt management “department” for your tax practice.

We work exclusively with tax professionals to help their clients actively manage their assets and manage their home mortgage debt.

Every single one of your clients has questions about saving for retirement, saving for education or how to manage their debt. Because just about every investment decision they make can affect their taxes, they often come to you for help with those questions.

You should step up to the plate and help them. Our system is designed to wrap around your tax practice so you can help them without having to become an investment expert.

You handle the client relationship; we handle every level of the investment transaction.

Everything about our system is designed so that you are never put in the position of having to be an investment expert or give investment advice.

Your expertise is taxes; our expertise is active investment management and home mortgage services.

By adding an Asset and Debt management “department” to your practice, you can offer your clients all of the following by using our system:

Retirement Planning
Education Planning
401k and 403b Management
Efficient frontier investing with actively managed portfolios
Complimentary Portfolio Reviews
NO Minimum Investment for actively managed accounts
NO front end loads or surrender fees
NO transaction fees
24/7 Online Statement access
AND – Fixed low pricing mortgage services through our exclusive home loan channel

How it works:

You inform your client that you now have an asset management department and ask them if your department can take a look at their current investments to ensure they are getting the maximum return for the amount of risk they are willing to take.
Of course the client will say yes. You complete a portfolio transmittal and risk assessment questionnaire and submit that, along with the most recent copies of their account statements, to Your Savings Matters via our secure online document sharing portal.
Our Licensed expert investment professionals will analyze the client’s current portfolios and contact you to discuss how the client could improve their situation.
You share the information with the client, and when the assets are moved under management – you get paid for the time spent helping the client and maintaining the client relationship.

It’s that easy. Our expert investment professionals maintain the highest level of licensing and have over a decade of financial planning experience. We have access to model portfolios and programs that are not available anywhere else. So you know your client will always get the best guidance and solutions available for their needs.

Benefits to adding an investment and debt management “department” to your practice:

You add a significant revenue stream to your existing practice - money that keeps coming even when you’re not working for it.
Your clients get helped by having you involved in the process, they know they’re not getting sold investments that they don’t need or that will have a negative impact on their personal tax situation.
You add value to the client relationship for providing more to your client than just tax preparation.
You add significant value to your tax practice at the time of sale by having additional lines of revenue.

Please call us directly to get started today
Toll Free - 800.926.5905

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Your Savings Matters, Inc. is not associated with cfd Investments, Inc. or Creative Financial Designs, Inc. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. offer legal or tax advice. Accountants using the services of Your Savings Matters, Inc. are solicitors of Creative Financial Designs, Inc. and are contracted with Your Savings Matters, Inc.