The Private Family Bank

The Perfect Cash Growth-Liquidity-Protection Plan For Your Practice 

SEVEN Reasons Why You Need A Private Family Bank

  1. Guaranteed Growth: Rates are guaranteed and include additional gains from dividend.
  2. Tax-Free Growth: No need to claim annual growth on your taxes.
  3. Tax-Free Access: Access your plan at any time, for any reason, tax-free.
  4. Completely Liquid: Your funds are available at any age without penalty.
  5. No Contribution Limitations: Contribute as much as you want — no government imposed limits.
  6. Employee Involvement NOT Required: Create your plan with, or without, contributing for your employees. 
  7. Avoid Excessive Fees: Private Family Banks have no maintenance or marketing fees, like many IRS qualified plans which assess 2 to 4 percent annual fees that can significantly reduce your overall  performance.

Watch this 29-minute video and discover how The Private Family Bank can help you.

3.4 MB

Download The E-book

If you prefer reading over video, download a copy of The Banker's Secret to Permanent Family Wealth, a $14.95 value, as our gift to you. 


In this 113-page e-book, you'll discover what the Private Family Bank is, how it works, and how it can help you take the income from your practice and build a financial legacy that can last for many generations. 

When You're Ready


After you've discovered how the Private Family Bank works in "theory"... you'll want to know how can work for you... specifically. We've made it simple, easy, and convenient to discover those specifics. 


Just click the button below, pick a date and time that's convenient for you, and one of us will call you then.


This is not a sales call...


This is simply a call where you can get answers to the most important question of all, "How the Private Family Bank™️ can help you achieve your goals.