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The Private Vault Account


The 10-Minute Gameplan

Schedule Your 10-minute Gameplan Consultation 
and get a FREE copy of our Monthly Newsletter 

"Your goals will most likely grow or change course over two decades, and you will need many different loans and savings plans to get there."

What to expect from our 10-minute Gameplan:

✓ We will review your current situation (good and bad) to create savings and loan strategies with plans you are eligible for... a blueprint for the next 20 years.  

✓ It features tax exempt retirement plans and how to create a family bank. The consultation is a $100 value... for free. 

​✓ If you call today to schedule your session this month, you will receive the bonus report... which we will reveal on the day of your consultation



Hi, its Chad. Sometime during the pandemic my office spoke to you. Alot has changed, so I'm giving away free 10-minute Retirement Strategy Makeovers. 

I have tax exempt retirement gameplans (which can also pay off today's debt faster) and 101 loan programs that every American should know about.

Create a Family Bank for Savings & Retirement

The benefits of creating a Tax Exempt Family Bank and using it as a Retirement Account can be a game changer for your family. ​

If you are looking for a strategy or alternative to 401k's and IRA's that avoid the penalties and restrictions, we design specialized savings accounts wrapped in whole life insurance policies. 


While earning guaranteed dividends, all of life's major expenses can be saved for and paid for with these accounts. These savings accounts are not offered at banks. 


Earn Tax Exempt Dividends while Saving.

Learn how to create a nest egg

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