ABOUT US
Legacy Private Bank is a team of Specialists who focuses on the Money Mindset. We have been offering financial service products for over 30 years combined, and we specialize in helping business owners become their own banker, so they can take control of there finances.
Did you know that you could earn money just like your neighborhood bank?
We've learned that when we take the focus off of paying interest to others, or buying things with cash, but instead, focus on recapturing money that has been paid to others, and finance everything that we purchase, by becoming our own banker, we can keep the money we earn in our pocket, and not the bank’s..
By understanding how to leverage a properly structured, dividend paying whole life insurance policy from a Mutual Insurance Company, you can essentially become your own bank by borrowing from your policy, paying yourself back with interest and have your money grow tax-free.
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Further, through Legacy Private Bank Tax Truths, we are helping business owners reduce their tax bill by implementing various tax codes that will allow the business owner to legally avoid paying taxes on their income.
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OUR VISION
Our belief is that if you want to know how to do better financially, you should do what the financially better are doing. So we want to make sure that everyone that we touch, not only has this system in place, but enjoys their life along the way.
We really love bringing wealth-creation and tax strategies to everyone, especially hard-working business owners like yourself.
Our goal is to educate you on how to become your own banker for your business and personal finances.