Welcome to JLM
Wealth Strategies!


Your Infinite Banking &
Income Planning Resource


Learn more

"I do find it very intriguing your approach to improving others' lives with financial education and options for relief.

 
 

 

What Is Infinite Banking?

At JLM Wealth Strategies, our mission is to educate and inspire individuals and families to take control of their financial lives while reducing uncertainty about volatility.

We advocate and implement the Infinite Banking Concept solution so our clients don't have to wait until retirement to start living their wealth!

The Infinite Banking Concept (IBC) will teach you how to become your own banker by:

o Creating your own private financial system using dividend-paying, permanent life insurance.
o Using available savings and cash flow to build your own “financial system”.
o Showing you how to set up and contribute premiums to start your IBC designed Whole Life policy.
o Growing your wealth while paying off debt simultaneously, including your mortgage.
o Expanding your Infinite Banking system to accommodate all income to increase your personal wealth without any luck, skill, or guesswork on your part.
o Helping business owners can use the IBC strategy instead of a Line of Credit from a traditonal bank to access capital.

The possibilities are Infinite!

The Infinite Banking Concept reveals the truth behind the most important business in the world – banking.  Are you ready to take back control of your money while reducing excess taxes from your life?

The Infinite Banking Concept was created by R. Nelson Nash who is the author of Becoming Your Own Banker. Mr. Nash is an advocate of the “Austrian School” of economics, a school of thought stressing the economic benefits of individual liberty, sound money, and limited government. Mr. Nash has described IBC as “Austrian economics in action.”

San Francisco Financial Advisors

Are you ready to work with San Francisco financial advisors that aren’t afraid to think outside of the box to find creative ways to grow your wealth and pay off your debt? There are few better partners than our team here at JLM Wealth Strategies.

John Montoya and his support staff are ready to walk with you on this journey, helping you to establish what so many men and women strive for: financial independence.

Work with one of the leading San Francisco wealth management firms

So many of the traditional financial advisors in San Francisco CA rely on essentially the same investment and financial planning methods. Conventional investment tools like IRAs, Roth IRAs, 401(k)s and mutual funds seem to be the industry standard. These financial products might seem good enough, but have you ever wondered if there was a more effective way to achieve your financial goals?

JLM Wealth Strategies is one of the few wealth management firms in San Francisco CA that explored that notion and developed an approach to wealth building that is truly unique and effective.

Talk to us about Infinite Banking

Whether you’re looking for San Francisco financial advisors that specialize in Infinite Banking — or 770 accounts, as many know them as — or you have never heard of this concept, JLM Wealth Strategies is ready to work with you.

The Infinite Banking concept is one that has been utilized for decades and with undeniable results. However, it’s still considered to be one of the best-kept financial secrets as it has yet to reach the mainstream. Through a super-charged, dividend-paying whole life insurance policy, you are able to effectively act as your own bank. The benefits of 770 accounts are seemingly endless — they allow you to:
  • Enjoy the benefits of whole life coverage for you and your family
  • Leverage the cash value to take out interest- and tax-free personal and business loans
  • Grow your money, even while you’re using it
  • Pay down on debt quickly, including your mortgage
  • Grow money consistently regardless of how the markets are performing
  • Shield your money from taxes
  • Avoid the interest and fees you would pay when working with banks

As one of the leading San Francisco wealth management firms that deal with Infinite Banking, we are able to slowly walk you through the process and tailor a solution to fit your needs. We want you to understand the concepts of Infinite Banking so you can have the peace of mind knowing what you’re doing with your money.

See for yourself why John Montoya and his team are regarded as one of the premier San Francisco financial advisors. Connect with JLM Wealth Strategies right now.

Call For A Free Consultation Today: (925) 386-6639

Contact us