We have years of experience behind the Your Family Bank name, helping clients prepare for risks of the unknown while meeting their financial goals. Ask us about:
As an independent licensed agent, we can access unique products so you can get the security and services for your peace of mind.
We use proven strategies and secure products specifically designed to meet low risk tolerance and sidestep market volatility. Unbiased, safe recommendations based directly on your individual, family, or business needs and goals to grow.
Reduce compound interest and tax burdens. Retire with a tax-favored system that you control.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest a long-term strategy that will help you realize your financial dreams.
Tracy is a licensed producer agent and an authorized representative of Your Family Bank. She understands the need for alternatives to high interest rate lending and for tax-favored planning for a more secure future and retirement. As a business owner herself, she sought better financing options that kept more of her cashflow for opportunities and less going out to the banks. Finances are the number one stressor in life, so utilizing a secure product that allows you to use every dollar twice (yes, you read that correctly) and in practice creating your own bank puts more control into your hands.
A family run company in St. Augustine, Florida has helped eliminate over a billion dollars in debt and interest expense and added billions to the retirements of thousands of people in just the past few years alone.
Our partners are trusted by millions of people to create a secure legacy and peace of mind for their retirement, their families, and their businesses for over 100 years.