The Your Family Bank® concept starts with a story … the story of Mark and Joyce. Mark and Joyce are not unique. In fact their situation is one that millions of Americans find themselves in every day.
They work hard and try to save as much as they can to get ahead, but they have leaks in their financial plan that most Representatives are not concerned with.
Traditional planners have come to Mark and Joyce with solutions that only involve a higher rate of return or contributing more to their investments. This is simply something Mark and Joyce could not do at this stage of life and they are not interested in taking more risk.
This is where the unique approach of the Your Family Bank® concept can help. Rather than focusing on a higher rate of return and ever increasing contributions they did not have, the YFB Representative looks for methods to help the client with core financial planning that they can control.
At YFB, we have a great story to tell that has helped Mark and Joyce, as well as thousands of people just like them. With the help and guidance of a YFB Representative, Mark and Joyce are now confident about their financial future, and you can be too.