Sacramento Becoming Your Own Banker

JLM Wealth Strategies is the perfect partner to have in Sacramento for becoming your own banker. You read that right — with a tried-and-true, relatively unconventional approach to wealth building and retirement, you can effectively serve as your own bank.

If it sounds too good to be true, then we invite you to connect with John Montoya and his team at JLM Wealth Strategies to learn more about this Sacramento family banking system. This method is often referred as Infinite Banking or a 770 account, and while it certainly is not anything new, it still remains one of the best kept financial secrets. Even past Presidents of the United States have leaned on these methods for becoming your own banker in Sacramento CA, or elsewhere throughout the country.


JLM Wealth Strategies is ready to show you true financial freedom

Most people are essentially slaves to banks or Wall Street. They lean on these institutions to store their money, obtain loans, save for retirement and more. Now, you can do all this more effectively through a 770 account.

This is a great way — or, the only way — in Sacramento for becoming your own banker. By funding a super-charged, dividend-paying whole life insurance policy, you are able to grow your money while you pay off debts via tax-free loans that you borrow against the cash value of your policy.

This essentially allows you to serve as your own bank, which means you don’t have to worry about:

  • Filling out loan applications
  • Surviving credit checks
  • Facing stiff interest, fees and taxes
  • Worry whether your retirement accounts are on track
  • And more

Our Sacramento family banking system allows your money to grow consistently, even when you’re using it to pay off your debts. Through this system, you can pay off all of your debts — even your mortgage — and experience true financial freedom.

Learn more from JLM Wealth Strategies  — we’re ready to help you find the resources in Sacramento for becoming your own banker.