Welcome to JLM Wealth Strategies!
Your Infinite Banking & Income Planning Resource
Call For A Free Consultation Today: (925) 386-6639
There was a time when planning for retirement was a fairly straightforward process. If a couple is 65 today, there is a more than 50% chance that one of them will live to age 92. There are choices available today that can reduce the guesswork and address retirement issues more effectively than ever before.
At JLM Wealth Strategies, we offer insured retirement solutions developed specifically to be an integral part of a sound, long-term retirement plan.
We take pride in educating and implementing a financial strategy known as the Infinite Banking Concept or what is now also being called the 770 Account by a popular newsletter looking to capitalize on the success of this strategy.
If you are looking to work with an authorized Infinite Banking (770 Account) practitioner. Look no further. We have been experts in this niche since 2007.
Call our office if you are interesting in any of the following:
• Infinite Banking Concept (aka “The 770 Account”)
• Preserving assets in retirement
• Potential Increased returns
• Transferring assets to beneficiaries
• Estate planning with Tax Advantage Resources
• Rolling over a IRA, 401K, 403b, TSA, or another Annuity
• Life Insurance-protection for your family
• Income for Life
Ask yourself these 2 questions:
1. Will your money (certificate of deposits, mutual funds, stocks, and other investments) guarantee a lifetime income for you and your spouse?
2. How much flexibility and control would you like to have over your money?