Searching for the best way…Outside of Wall Street!
Showing you a 2 in 1 Self Banking Concept which gets you:
- Lifetime, Tax-Free access to your retirement savings while paying down debts much faster & making a better retirement plan.
- Adding a couple features to your “Financial Peace U” plan that enhances it greatly!
- 9.9% Equivalent annual return with no market risk using the 2 in 1 Self Banking Concept
Brand new book on Amazon…Check it out HERE
Get exclusive access to video tutorial HERE on the 2 in 1 Self Banking Concept
(Schedule Free consultation directly. I work with people over the phone, screen share or in person to find out how this could work for you. There’s no fee for this, and if we decide on a plan, I only get paid through the company we work with. No consulting fees. No bait and switch junk…I hate that too:) )
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Or call (651) 327-0077
What is the Strategy?
The Strategy is an evolution of concepts like Infinite Banking, Income for Life, Cash Flow Banking and the 770 Account. It uses private mutual insurance companies and strategically designed insurance policies to maximize cash flow, minimize tax and efficiently grow your wealth.
Who does it Work For?
Everyone! Our three step process (Growth, Income, Legacy) allows you to focus on your current financial stage. It doesn’t matter if you are trying to build wealth, maximize existing wealth, or positioning assets for optimal income instead of structuring things for your posterity – the 2 in 1 Self Banking Concept will help.
My new revised book on Amazon here
What does “Dual-purposing” your money mean? And how can we do it like the banks…
Many experts say that you need to pay off your debts first, and then save for the future because you don’t have that debt load any more and can eliminate debters. And you can now just concentrate on saving. That would be great, if there weren’t anything better. But there is…
What is “Opportunity cost”? And why haven’t they really emphasized this for finances?
What else could we have done with those contributions during our working years instead of dumping them into the 401(k)?
Dual purposing your money-my article
What people are missing with the 401(k) and other retirement vehicles.
The purpose of this is to challenge those assertions and encourage you to think critically about what you know, read, hear and see relative to financial education.
Liquidity: How to access your retirement savings throughout your whole life.
If you think that uncle sam had other ideas up his sleeve to get at your retirement savings…you were right? But, there is a way that has been in place for well over 100 years. All the rich, the bankers and other people that have been in the “know”, have been doing this one thing for a long, long time now.
