All information contained within this website is for information and educational purposes only and not intended as advice on financial matters.  To ensure that this information will work for you, please consult with your tax professional, certified financial planner, or attorney.

My Personal Banking System™ is a custom wealth creation strategy that uses generally available whole life policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences. Your results will be different from those shown on this website, as each My Personal Banking System™ strategy is custom tailored.

Option and stock investing involves risk and is not suitable for all investors. Only invest money you can afford to lose in stocks and options. Past performance does not guarantee future results. Any trades or investments made based on the information shared in this blog is solely at the risk of the reader.