A DIFFERENT WAY TO PLAN
The traditional cycle for financial planning is like this:
1. Earn Money
2. Save Money
3. Invest Money
4. Rinse and Repeat
Oh...and life insurance?
Oh...and my children's college tuition?
Oh...and (fill in the blank)?
A Private Family Bank gives you a new way to think about the traditional cycle.
LEARN HOW PRIVATE FAMILY BANKING CAN WORK FOR YOU
BUILD MULTI-GENERATIONAL WEALTH
Leave a family legacy for your family:
1. Create a Pool of Money that is safe a guaranteed to grow.
2. Use that Pool of Money as collateral to finance your family's large purchases.
3. Your Pool of Money continues to grow with interest.
If you're saving money to fund large expenses, you are missing out on the compounded growth over time.
TAKE OVER YOUR DEBT
Learn how to use a Private Family Bank to pay off your debts earlier than you thought possible - years faster.
By becoming your own banker, you can pay off your debts and earn for yourself the interest that you've been paying to the banks.
FUND RETIREMENT
Learn how to prepare for retirement while avoiding the three wealth killers:
1. Interest
2. Loss
3. Taxes
When you avoid these, you conquer your own future.
PROTECT YOUR ASSETS
What is the market doing right now? Touchy subject?
If you're saving for retirement in a tax-deferred vehicle, you are going to pay taxes on your gains at some point. What will the tax rate be when you do?
There is a way to protect your assets against market volatility and avoid market downside and the uncertainty of the future.
DOUBLE DIPPING
Your money doesn't need to be limited to a single use. In other words, you don't have to choose between saving and investing. You don't have to put your money at greater risk in order to get a better return.
Instead, learn how your money can be used to fund investments AND continue to grow - thereby increasing your overall return.
MONEY RULES AND MYTHS
There are unavoidable rules when it comes to money. There are also some things that people think are money rules, but they are actually myths.
Learn about the difference between rules and myths.