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Creating Generational Wealth...

DID YOU KNOW?

1. That there was a way for you to earn 4 to 10 times the interest you could ever earn from a bank?

2. Insurance companies cannot fail. It's true.

3. You can create long-term, generational wealth by "owning" life insurance companies? Really.

4. You can receive dividends without market risk and NEVER lose your money.

5. You do NOT have to be wealthy or rich to create an estate that will last the ages.


BE YOUR OWN BANKER WILL COST YOU LITTLE OR NOTHING TO IMPLEMENT


First Step: Know Where You Stand - Online Needs Analysis

Get a grip on your financial situation today. Create a starting point.

You cannot begin to build a wealth plan not knowing how much money you have coming in, how much is going out and where is the money going?

We're going to visit face to face, one on one and do a NEEDS ANALYSIS to find out where you are today financially. Don't worry! We won't collect ANY account numbers.


Second Step: Will This Plan Work For Me?

As a client, your needs are a priority. We offer several services for persons having at least 10 years left in the regular workforce - or more. This plan best suited for persons in their early 30's to early middle 50's in age. 

You must have income and you must start saving today. We will carve out money to start saving and investing AFTER YOUR INTERNET NEEDS ANALYSIS.

Have your paycheck stubs, utility bills, credit cards, and loan information. Again - we do not ask for any account names or numbers; just dollar amounts. Okay?

After we collect your data, it will take a few days to determine if our plan is right for you and to formulate a plan specifically to meet your personal and family needs.

Next Steps: Implement the Be You Own Banker Plan.

When you qualify, we will initiate YOUR FAMILY OWNED BANK PROGRAM.

There will be little or no cost to initiate the program and your progress will be monitored semi-annually to keep you on track.

Your standard of living is important to you. This plan is designed to be permanent and ever-expanding until the day your life in this realm is over. Your legacy will live on because you are going to teach your children how to perpetuate this generational wealth that you have created.

Should you be taken ill or suffer mobility problems further down the road, we want you to lead the most comfortable life you possibly can. It takes money and planning. You must understand the pitfalls of Bank CD's, group versus single insurance policies; employer-sponsored 401ks and Social inSecurity. 

Please don`t hesitate to call us with your questions, no matter whether you are a valued customer, a potential one, or if you simply need advice.

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Contact:
Office: 972.818.2500
Cell: 817.909.5639
Agency Hours:
Weekdays: 9:00am - 7:00pm
Weekends: By appointment