PERSONAL BANKING CONCEPT
The Personal Banking Concept concept starts with a story… The story of a couple Mark & Joyce. Mark & Joyce are not unique. In fact their situation is one that millions of Americans find themselves in every day.
They work hard and try to save as much as they can to get ahead, but they have leaks in their financial plan that most advisors are not concerned with.
Traditional planners have come to Mark & Joyce with solutions that only involve a higher rate of return or contributing more to their investments. This is simply something Mark & Joyce could not do at this stage of life and they are not interested in taking more risk.
This is where the unique approach of the Banking concept can help. Rather than
focusing on a higher rate of return and ever increasing contributions they did not have, the Financial Concepts Advisor looks for methods to help the client with core financial planning that they can control.
At Financial Concepts, we have a great story to tell that has helped Mark & Joyce, as well as thousands of people just like them. With the help and guidance of Financial Concepts, Mark & Joyce are now confident about their financial future, and you can be too.
The Personal Banking Concept concept starts with a story… The story of a couple Mark & Joyce. Mark & Joyce are not unique. In fact their situation is one that millions of Americans find themselves in every day.
They work hard and try to save as much as they can to get ahead, but they have leaks in their financial plan that most advisors are not concerned with.
Traditional planners have come to Mark & Joyce with solutions that only involve a higher rate of return or contributing more to their investments. This is simply something Mark & Joyce could not do at this stage of life and they are not interested in taking more risk.
This is where the unique approach of the Banking concept can help. Rather than
focusing on a higher rate of return and ever increasing contributions they did not have, the Financial Concepts Advisor looks for methods to help the client with core financial planning that they can control.
At Financial Concepts, we have a great story to tell that has helped Mark & Joyce, as well as thousands of people just like them. With the help and guidance of Financial Concepts, Mark & Joyce are now confident about their financial future, and you can be too.
YOUR PERSONAL PLAN
If you keep doing what you’re doing, you'll never get different results!
It is hard for people to change, but the best way to start is to have a plan.
Working with Financial Concepts, together you will explore all available avenues to find proven methods to help you start a Personal banking Plan.
In most cases, we find ways to do this with little or no increase in your monthly budget.
Unlike financial advisors who focus on advising their clients about specific financial products they sell, we teach a proven financial program and integrate the "21 point Checklist".
This program allows people to get immediate control of their spending, debt, savings, and taxation AND Protects their entire asset structure & estate.
If you keep doing what you’re doing, you'll never get different results!
It is hard for people to change, but the best way to start is to have a plan.
Working with Financial Concepts, together you will explore all available avenues to find proven methods to help you start a Personal banking Plan.
In most cases, we find ways to do this with little or no increase in your monthly budget.
Unlike financial advisors who focus on advising their clients about specific financial products they sell, we teach a proven financial program and integrate the "21 point Checklist".
This program allows people to get immediate control of their spending, debt, savings, and taxation AND Protects their entire asset structure & estate.
Self Banking Benefits for Families & Individuals
If we could show you how to get out of debt in a third of the time, including your mortgage, wouldn’t you like to know more?
Your Personal Bank focuses on taking control of the things you can control. Mark & Joyce can control their spending, debt, savings and taxation with the 10 Principles of Money Management while also accomplishing much more.
§ Having tax-free income at retirement
§ Financing all your automobiles and major purchases
§ Capturing the interest you are currently losing
§ Saving for college
§ Family Getaways
§ Medical as well as Dental Expenditures
§ Prevent Payment of Estate Taxes
§ Private Loans
§ Insurance – Health, Automobile, and so on
§ Create a Family Legacy that Passes to Each New Generation
§ Establish an emergency fund
For more information about the Benefits of Your Personal Bank®, contact us with the form below.
If we could show you how to get out of debt in a third of the time, including your mortgage, wouldn’t you like to know more?
Your Personal Bank focuses on taking control of the things you can control. Mark & Joyce can control their spending, debt, savings and taxation with the 10 Principles of Money Management while also accomplishing much more.
§ Having tax-free income at retirement
§ Financing all your automobiles and major purchases
§ Capturing the interest you are currently losing
§ Saving for college
§ Family Getaways
§ Medical as well as Dental Expenditures
§ Prevent Payment of Estate Taxes
§ Private Loans
§ Insurance – Health, Automobile, and so on
§ Create a Family Legacy that Passes to Each New Generation
§ Establish an emergency fund
For more information about the Benefits of Your Personal Bank®, contact us with the form below.
Time-proven foundation principles are the best way to get back on track to your financial well-being.
1. Spending is emotional.
2. When you track your money, you control it.
3. Savings is actually delayed spending
4. Power down you debt and power up your fortune.
5. Know the rules.
6. The rules are always changing.
7. Always look at the big picture.
8. Organizing your finances enables the creation of
additional wealth.
9. Understanding taxation enables you to retain more of your money.
10. Money in motion creates more money!
For more information about how these principles can help you get control of your finances, please contact us at Financial Concepts.
1. Spending is emotional.
2. When you track your money, you control it.
3. Savings is actually delayed spending
4. Power down you debt and power up your fortune.
5. Know the rules.
6. The rules are always changing.
7. Always look at the big picture.
8. Organizing your finances enables the creation of
additional wealth.
9. Understanding taxation enables you to retain more of your money.
10. Money in motion creates more money!
For more information about how these principles can help you get control of your finances, please contact us at Financial Concepts.