Address Your Financial Needs Through Securities-Based Lines of Credit
When you need cash for home improvements, medical costs, or other expenses, explore all of your options. Before you sell your investments and disrupt your investment portfolio, consider taking advantage of the securities-based lending options available through J. Eggers & Associates.
A Securities-Based Line of Credit lets you borrow money using your eligible marketable securities as collateral. Funds you borrow can be used toward a wide range of purchases. As long as you have sufficient eligible marketable securities in your account to use as collateral, leveraging your investments in this manner may be easier and more cost-effective than other alternatives.
Why use a Securities-Based Line of Credit?
- Keep your portfolio intact - satisfy your cash needs with a Securities-Based Line of Credit without selling assets and potentially disrupting your long-term investment plan.
- Defer capital gains taxes - defer potential capital gains taxes you could face by selling investments now that have appreciated in value.
- Be prepared for whatever may come - financial advisors recommend having a sufficient amount in cash accessible to cover at least six month's worth of expenses. By opening a Securities-Based Credit Line you can have access to funds for whenever a need arises.
How can a Securities-Based Line of Credit benefit you?
- Funds can be used for a wide range of purposes.
- No nonusage, or cancellation fee.
- Lines can be easily accessed by writing a check, transferring funds, or executing a wire transfer.
- Monthly interest-only payments.
For more information how you or your business may benefit by opening a Securities Based Line of Credit... Click Here or give us a call at: 239.878.7873
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