Family Bank & Wealth

We are here to help you learn and leverage one of the most undiscovered yet historically stress-tested financial vehicles for building generational wealth.

 

By using this entity and the infinite banking concept (IBC), we help clients through individually tailored plans designed around their budget which allows them to reach their goals and dreams. For the right person, this can be an excellent wealth-building strategy; and when used properly, it can significantly increase their family’s wealth for generations. The single most beneficial aspect of infinite banking is that it improves cash flow--clients no longer need to go through the stress of proving their worthiness to get a loan from a traditional bank.

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At its core, infinite banking is about families becoming their own bank, benefitting from their capital rather than allowing others to benefit, which is what happens when they deposit their money in a traditional bank. Owning a private banking vehicle allows our clients and their families to function as a bank with long-term guaranteed compounding interest on deposited monies with the ability to borrow form their own bank and do all the same investing or purchasing with significantly better liquidity and more control.

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This methodology requires clients to rethink their banking and investing mindset, and that paradigm shift can facilitate significant wealth-building through multiple generations.