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JLM Wealth Strategies – Bay Area Financial Advisor

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CONTACTS AT JLMWEALTHSTRATEGIES.COM

John Montoya

19128 ●●●●●●wer Dr

Penn●●●●lley , California, 95946

United States

(530)●●●●●-3764
jo●●●●●●●●●●@yahoo.com

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John Montoya

19128 ●●●●●●wer Dr

Penn●●●●lley , California, 95946

United States

(530)●●●●●-3764
jo●●●●●●●●●●@yahoo.com

View this contact

John Montoya

19128 ●●●●●●wer Dr

Penn●●●●lley , California, 95946

United States

(530)●●●●●-3764
jo●●●●●●●●●●@yahoo.com

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501(c)3 |

https://jlmwealthstrategies.com/5013c

PROVIDING FINANCIAL EDUCATION, ACROSS THE BAY AREA…ONE COMMUNITY AT A TIME. Interactive Seminars at Companies, Churches and Organizations. NO Cost Workshops with Absolutely NO Selling! Increase Financial Literacy for Your Group. Strengthen Morale and Embolden Your Participants. Educational, Inspirational, Rewarding. Satisfies ERISA (DOL) 404(c) Requirement. SOFA members, through Pro Bono service, conduct free financial education workshops to companies, churches and organizations. We provide a wide range ...

2

Infinite Banking Concept® Workshops |

https://jlmwealthstrategies.com/workshops

Infinite Banking Concept Workshops. Learn To Profit The Way Banks Do! At JLM Wealth Strategies, we focus on financial strategies that will help you build wealth with confidence, clarity and security. Our planning system combines accelerated cash flow and debt elimination strategies with financial instruments designed to mitigate the risks associated with the common financial plan. Our Infinite Banking Concept. Kelly V., Alamo, CA. Life Insurance Needs Calculator. Number of years income is needed:.

3

Disability Income Insurance |

https://jlmwealthstrategies.com/disability-income-insurance

A Few Minutes About the Rest of Your Life…. Life isn’t just about making it. At some point, it’s about keeping everything you worked so hard to build. More than any other asset, your income is your most valuable asset. It makes owning your home and cars possible, but have you considered your income also determines your current standard of living and provides for your long-term financial goals? Income protection is one of the greatest unmet needs in financial and insurance planning. Or call: (925) 386-6639.

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Use the Infinite Banking Concept® To Grow Wealthy and Eliminate Uncertainty & Usury Forever |

https://jlmwealthstrategies.com/infinite-banking-concept

Use the Infinite Banking Concept To Grow Wealthy and Eliminate Uncertainty & Usury Forever. Learn more about the Infinite Banking Concept by watching the videos below! IBC (Infinite Banking Concept) also known as Bank On Yourself under a different trademark has been one of the best financial secrets for decades. It’s a fundamentally sound philosophy that frees you from the Wall Street/Banking system that holds everyone captive for life. Best of all, it’s surprisingly simple to implement. When you conside...

5

FAQ-The “770 Account” or Infinite Banking® |

https://jlmwealthstrategies.com/faq-770-account

FAQ-The 770 Account or Infinite Banking. Some Quick Words of Wisdom:. Humility is regarded as a prerequisite to increasing wisdom. When you are humble, you accept that there is still more for you to learn. Humble people are teachable, open to change, and never stop learning. With great wisdom comes great wealth and success. Why Have I Never Heard Of The 770 Account Before? See below why banks hope you never discover the 770 Account. What is the 770 Account? Is the 770 Account an Investment? 770 refers to...

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JLM Wealth Strategies: The Very Secret 770 Account That Sounds Too Good To Be True But Isn't

http://jlmwealthstrategies.blogspot.com/2013/10/the-very-secret-770-account-that-sounds.html

JLM Wealth Strategies Blog Home. Monday, October 21, 2013. The Very Secret 770 Account That Sounds Too Good To Be True But Isn't. Before I get started on the 770 Account, I want to share with you another little money secret. It's called a "401" account. It has no guarantees except that you can and will lose money when the market tanks and eventually you will have to pay taxes on it whether you have a gain or not. Can you guess what it is? In that regard, the 770 Account is very much a secret if you call ...

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JLM Wealth Strategies: May 2014

http://jlmwealthstrategies.blogspot.com/2014_05_01_archive.html

JLM Wealth Strategies Blog Home. Tuesday, May 27, 2014. Another Wall Street Newsletter Endorses The Infinite Banking Concept. The idea is catching on. Look at the suggestions that insurance contracts are one of the ways to ease the tax burden. While many people scorn whole-life insurance policies, great strides have been made in bringing down the fees on such products and making them work for the client. This November to discuss the to! Boom and Bust/ Dent Research. Links to this post. The irrevocable li...

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JLM Wealth Strategies: A Few Reasons To Borrow From A Whole Life Policy Vs. The Bank

http://jlmwealthstrategies.blogspot.com/2013/08/a-few-reasons-to-borrow-from-whole-life.html

JLM Wealth Strategies Blog Home. Wednesday, August 14, 2013. A Few Reasons To Borrow From A Whole Life Policy Vs. The Bank. Here are 3 reasons to borrow from the insurance company against your Whole Life policy versus borrowing from a bank are:. No application process. I ask for the money and I get it. I don't have to qualify. Ne huge reason for borrowing against your life insurance policy is the flexibility of the repayment plan. Subscribe to: Post Comments (Atom). My Process To Get You Started With IBC...

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JLM Wealth Strategies: IRS Changes Rules On IRA to IRA Rollovers

http://jlmwealthstrategies.blogspot.com/2015/01/v-behaviorurldefaultvmlo.html

JLM Wealth Strategies Blog Home. Tuesday, January 6, 2015. IRS Changes Rules On IRA to IRA Rollovers. IRS Changes Rules On IRA to IRA Rollovers. Click here to continue reading. Subscribe to: Post Comments (Atom). My Process To Get You Started With IBC (Infinite Banking Concept) AKA "The 770 Account". The Infinite Banking Concept (IBC)- The Most Frequently Asked Question. The Very Secret 770 Account That Sounds Too Good To Be True But Isn't. A Few Reasons To Borrow From A Whole Life Policy Vs. The Bank.

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JLM Wealth Strategies: July 2014

http://jlmwealthstrategies.blogspot.com/2014_07_01_archive.html

JLM Wealth Strategies Blog Home. Saturday, July 19, 2014. Does The Perfect Financial Vehicle Exist? If you could design the perfect financial instrument for creating multi-generational wealth, what attributes or characteristics would be important? 8211; immediate access to funds for emergency, investment opportunity, financing big-ticket purchases, etc. with no restrictions/penalties or cost to access. 8211; institutions back by 100% solvency and highly rated by 3. 8211; no exposure to stock market.

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JLM Wealth Strategies: January 2015

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JLM Wealth Strategies Blog Home. Tuesday, January 6, 2015. IRS Changes Rules On IRA to IRA Rollovers. IRS Changes Rules On IRA to IRA Rollovers. Click here to continue reading. Links to this post. Subscribe to: Posts (Atom). My Process To Get You Started With IBC (Infinite Banking Concept) AKA "The 770 Account". The Infinite Banking Concept (IBC)- The Most Frequently Asked Question. The Very Secret 770 Account That Sounds Too Good To Be True But Isn't. The Wizard of OZ – an allegory.

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JLM Wealth Strategies: The Coming Decimation of Your Retirement Plan

http://jlmwealthstrategies.blogspot.com/2009/11/coming-decimation-of-your-retirement.html

JLM Wealth Strategies Blog Home. Thursday, November 5, 2009. The Coming Decimation of Your Retirement Plan. Are you planning to retire soon? Are you already retired? Wherever you are in your retirement planning, if you only have money in dollar denominated assets like 401k/IRA or receive a pension/SSI check, you need to understand the danger you're in by putting all your faith in Federal Reserve Notes and politicians who collect votes by promising benefits that can't be paid for. Will get just enough fro...

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JLM Wealth Strategies: My Process To Get You Started With IBC (Infinite Banking Concept) AKA "The 770 Account"

http://jlmwealthstrategies.blogspot.com/2013/10/my-process-to-get-you-started-with-ibc.html

JLM Wealth Strategies Blog Home. Tuesday, October 29, 2013. My Process To Get You Started With IBC (Infinite Banking Concept) AKA "The 770 Account". My 4 Step Process To Get You Started. 1 The Introductory Phone Call. My first goal is to get you familiar with IBC/Bank On Yourself so you are prepared to ask questions during our initial telephone or in-person consultation. Ideally, I like for my prospective clients to have read my Free Report or watched the videos at www.CashValueBanking.com. Our 3rd appoi...

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JLM Wealth Strategies: March 2014

http://jlmwealthstrategies.blogspot.com/2014_03_01_archive.html

JLM Wealth Strategies Blog Home. Monday, March 24, 2014. Would You Rather Send Money To The IRS or Leave A Legacy To Your Family? I'm hoping if the title caught your eye, your answer is you'd prefer to leave your hard earned money to your family. When it comes to financial planning, we've been instructed by the mainstream media and financial advisors to always fund a 401k/IRA plan as the best way to save for retirement. You have to ask yourself: who benefits? You will hand over the majority of your gains...

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JLM Wealth Strategies: Contribute to your 401k If You Want To Be Poor & Make Wall Street Rich

http://jlmwealthstrategies.blogspot.com/2012/10/contribute-to-your-401k-if-you-want-to.html

JLM Wealth Strategies Blog Home. Tuesday, October 9, 2012. Contribute to your 401k If You Want To Be Poor and Make Wall Street Rich. 8220;Contribute to your 401k” is not just the wrong advice, but exactly the opposite of the RIGHT advice. Most people will believe just about anything if they hear it enough times. 401(k)’s are a prime example. How can a 401(k) plan accomplish this goal when it can't even guarantee your asset from loss, especially when you're no longer working? For those with only a more re...

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Home page - JLM Wealth Management Ltd.

Truly Independent Financial Advisor. How we are paid. JLM Independent Wealth Management offer friendly and professional Independent Financial Advice (IFA). JLM Independent Wealth Management offer friendly and professional Independent Financial Advice (IFA). We are based in Hitchin, Hertfordshire and cover the surrounding areas, including Stevenage, Letchworth, Luton, Saffron Walden, Bishops Stortford, Cambridge, Royston, Buntingford, Ampthill and Flitwick. And we will be happy to explain how we can help.

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JLM Wealth Strategies

JLM Wealth Strategies Blog Home. Wednesday, January 10, 2018. 3 Common Misconceptions About The Best Financial Product In Existence. 3 Common Misconceptions About The Best Financial Product In Existence. Originally published on Steemit.com:( https:/ steemit.com/wholelife/@johnmontoya/3-common-misconceptions-of-the-best-financial-product-in-existence. Stop me if you’ve heard this before. 8220;Whole Life is so expensive.”. 8220;Whole Life takes so long to build any cash value.”. This little mentioned rider...

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JLM Wealth Strategies – Bay Area Financial Advisor

John A. Montoya, Infinite Banking Authorized Advisor. Your Infinite Banking &. 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 by reclaiming the banking function from traditional banks. The Infinite Banking Concept (IBC) will teach you how to become your own banker by:. The Infinit...

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