"In our experience, families with significant wealth are focused not only on investment management of their financial assets; they also care deeply about the long-term welfare of their families."

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Most advisors will focus on spending your money which you use to maintain your current standard of living (for example, the money you use to go on vacation, buy things to enjoy etc.). This forces them to spend time chasing higher rates of return which increases your risk. Instead, we should be focusing on the transferring of your wealth to others.

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Why do you willingly give banks your money? Because you feel confident the banks will take care of your money for you. You believe they will return your money to you when you want it. You are convinced they will not lose your money. What do banks give you in return for your money? In some instances, you may be charged account or transaction fees; in other instances, they will pay you interest in certain accounts or transactions. Regardless of whether you pay the banks or they pay you, what is really going on is the banks are borrowing your money.

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“Banks do not lend their money. They lend the money somebody has left there”.

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What if you could create your own tax-free personal bank, without putting up the required reserves and the government regulations. That's all possible with the right financial strategy:

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• Improve your lifestyle while you reduce and/or eliminate the transferring away of your wealth to others.

• Reduce the amount of risk and taxation you are exposed to, and tax free income when needed.

• Earn interest without the worry of uncontrollable market risks. Steady, consistent, year after year “upside only” accumulation, somewhere between 5% and 8%. No home runs, just single after single, each and every year.

• Make certain that any gains earned would be locked away and not subject to market downturns.

• Allow you to borrow money personally without interest, without a payment schedule, and without effecting your current credit score.

• Allow you to use you loan for whatever you want, without qualification or time delays such as:  to buy a car, a boat, a down payment on a home, real estate opportunities, business opportunities, education for my children and grandchildren, medical expenses, emergencies and retirement income. 

• Allow you to lend money to family members at the preferred rates you designate and allow you to forgive loans to family members if you want.

• Backed by the strongest financial companies in the world. Stable companies that are over 150 years old.

 

At CFIS, we will educate and help you setup your own private family bank:

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1)  Create your own banking system by keeping your money in place by growing tax-free.

2)  Use the cash value in your own bank as collateral whenever you make a significant

     purchase.

3)  Pay down the collateral loan as if you were saving for your next purchase.