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.
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.
Learn how to use a Private Family Bank to pay off your debts earlier than you thought possible.
Learn how to prepare for retirement while avoiding the three wealth killers:
1. Interest
2. Loss
3. Taxes
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.
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.
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.
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