Welcome to JLM Wealth Strategies, a valuable resource in San Francisco for becoming your own banker. This might sound like a pipe dream — you probably can’t even imagine a world where you go anywhere else to borrow or invest your money outside of banks and similar government-backed institutions. But, there is a way and John Montoya and his team at JLM Wealth Strategies wants to show you how.
Learn our San Francisco family banking system
Imagine gaining access to a type of investment vehicle that steadily increases in value regardless of what the markets are doing and provides you with access to tax- and interest-free loans. Something like this does exist, and it’s the secret to becoming your own banker in San Francisco CA.
We can set you up with, and show you how to appropriately fund, a super-charged, dividend-paying whole life insurance policy that lasts forever and gives you access to the cash value of the policy. You can utilize this special account, often referred to as a 770 account, in San Francisco for becoming your own banker instead of relying on institutions, which will charge you excessive fees and interest.
Learn this San Francisco family banking system through JLM Wealth Strategies
The 770 account is only effective in helping you become your own bank when it is set up appropriately and you learn how to best utilize its many functions and benefits. That’s where John Montoya and JLM Wealth Strategies come into the equation.
Our team will work closely with you to help answer any questions or concerns you might have. We want you to learn everything you need to know about this fairly unconventional — yet highly effective – financial strategy so that you are able to establish complete financial independences.
Lean our knowledge and insight in San Francisco for becoming your own banker — the team at JLM Wealth Strategies is ready to help you get started.