Strategic Credit

Strategic Credit

As contradictory as it may seem, savvy investors know that non-traditional tactics, such as the strategic use of credit, can form part of a well-balanced financial plan. Our private bankers will work to thoroughly understand your financial situation and determine—in tandem with your tax advisor and accountant, if necessary—if borrowing makes sense for you and your financial goals.

Together, we’ll consider questions like:

  • Should you borrow for a particular expense, or should you use your current assets?
  • How can you leverage your current assets to take advantage of a business or real-estate opportunity?
  • How does additional credit exposure impact your long-term financial goals?
  • Do you have your current debts structured in a tax-efficient manner that supports your goals?

Backed by experts in mortgage, consumer and commercial lending, we can provide financing for:

Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an An Equal Housing Lender Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.