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Become Your Own Bank Today!

The very first principle that must be understood is that you finance everything you buy–you either pay interest to someone else or you give up interest you could have earned otherwise.
The very first principle that must be understood is that you finance everything you buy–you either pay interest to someone else or you give up interest you could have earned otherwise.
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Preparing Your Plan
We will work with you to discuss your individual goals and how to property structure, fund, and use your policy.

Funding Your Vision
After we finish your application and have your policy established we will then begin to fund our plan.
Become the Bank
Once your plan is capitalized you can begin to take withdrawals, and start your journey of Self-Banking with your policy. 
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.