Kiwanians hear investment advice from Capital City rep

Published: Monday, April 22, 2013 at 11:36 AM.

BONIFAY — Ben Welter with Capital City Investments and Ben Bowersox with Capital City Trust were present at the Bonifay Kiwanis Club’s April 17 meeting to talk about the importance of good investments and sound advice.

Before introducing Welter to speak, event coordinator Roger Brooks gave an update on the upcoming Horse Show at Panama City Beach.

He said there had been concerns as to if it was still going to happen this year and he assured everyone that it would be held at Frank Brown Park though the dates aren’t set yet. For more information, he said, call Todd Fisher at 850-914-9030.

“The first thing you think of when thinking of a having a financial advisor is someone who wants you to invest in something,” said Welter. “I’m here to dispel that myth. Our hallmark is that we protect our clients, whether it’s your money, your family, your investments.”

Protection comes in the form of advising against paying unnecessary taxes, retirement plans, insurance policies, handling estates, and so on.

“We protect your money and we protect your goodnight’s rest by knowing your money is protected,” said Welter. “Doesn’t matter if it’s planning for your retirement or planning for a college education.”

Welter advised that the first action that need to be taken was finding a good financial advisor.



1 2 3
Next

Reader comments posted to this article may be published in our print edition. All rights reserved. This copyrighted material may not be re-published without permission. Links are encouraged.

COMMENTS
▲ Return to Top
 

Get new customers and grow your business with Daily Deals.com - see how it works