We advocate and implement the Infinite Banking Concept solution so our clients don’t have to wait until retirement to start living their wealth!
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.
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.”
Are you ready to work with a dedicated IBC expert who isn’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: create financial independence.
Work with one of the leading Infinite Banking Authorized Practictioners
So many of the traditional financial advisors nationwide 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 financial firms that explored that notion and developed an approach to wealth building that is truly unique and effective.
Whether you’re looking for 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:
As one of the few authorized practitioners working nationwide with Infinite Banking, we are able to walk you through our 3 step 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 Infinite Banking advisors nationwide. Connect with JLM Wealth Strategies right now.