How To Purchase A Series I Savings Bond

There’s a lot of interest in Series I Savings Bonds right now because the yield on them for the next 6 month period is, at the beginning of May, 9.62%! A couple of weeks ago, I did a video about this incredible opportunity and I gotta tell you, the deal became even sweeter.

Because this transaction cannot be done through us, we decided to provide you with a little tutorial on how to make this purchase.

Visit treasurydirect.gov to get started, and don't forget to seize this opportunity. If you have questions, send us a message, and we'll be more than happy to help. Here at Copley Financial Group, Inc. with offices in San Diego, California, and Uniondale, New York. we’ll be with you in every step of your financial journey.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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