30 May Can anyone become their own banker?
While the concept of becoming your own banker is available to everyone, we like to say that if you spend more than you make, it won’t work for you. We have worked with all walks of life. We have helped those heavily sunk in debt come soaring back into financial freedom and we have worked with those who are already extremely wealthy and successful protect and keep what they have and become even more successful. Factors such as your financial situation, financial goals, and risk tolerance should be considered. Ideal candidates are pre-retirement and looking to protect their assets and their legacy.