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    • About
    • Private Family Bank
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  • Home
  • About
  • Private Family Bank
  • Partners

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.

Contact Us

Reduce Debt

Learn how to use a Private Family Bank to pay off your debts earlier than you thought possible.

find out how

Fund Retirement

Learn how to prepare for retirement while avoiding the three wealth killers:


1. Interest

2. Loss

3. Taxes

plan smartly

Protect Your Assets

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 and avoid the uncertainty of the future.

protect future assets

Double Dipping

Your money doesn't need to be limited to a single use. Instead, learn how your money can be used to fund expenses AND continue to grow.

let my money work twice

Hard and Fast Money Rules & 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.

help me win the game

Contact Us

Let Us Know How We Can Help You Meet Your Goals

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