Yes, we find ways to enjoy ourselves too but, I’m talking about those dream parties we get from time to time. The bar crowd that orders Crystal before they even get to the table were word spreads through the place like wildfire. Then you realize that’s your 10 top, they’re just waiting to settle the tab in the bar and of course, they leave the barkeep a very generous tip.

It's incredibly exciting taking care of F&B guests that are ready to spend copious amounts of money, have taste, and like to include you in on the occasion. The dream table, right? Even just the better than average tables can be a great source of satisfaction because it gives you the opportunity to express the knowledge you have and how you would spend massive amounts of money knowing what you do about the establishment you’re in. There’s that sensation of…. “These people know how to dine” that comforts the soul of food & beverage professionals. Am I right?

What I am getting at here is, how about taking a little more control over your financial future with one of these tax-efficient retirement plans. It’s amazing watching as time passes, how compound interest works, and it’s comforting to know that every company I work with to handle this for you, has been around for more than a hundred years, generally speaking. They’ve survived The Great Depression of 1929, down-markets, up-markets, The Great Recession 2007/09, and the Covid-19 Pandemic without falter. Questioning their ability to keep money safe is a speculation that I long satisfied as being delusional. Understandable to question but, they in my view, will absolutely outlive me so, I personally, am very comfortable letting them take care of these matters. My confidence is unquestionable.

So here’s the thing, we all have the ability to experience are own little piece of the American dream and put our money in places that it will likely grow, the trick is, where? How? With who? Can I trust this person… this company? What am I getting for my money? Is there a catch?

These plans have taken American’s and their families financial needs and developed a plan that is as malleable as life is uncertain. It is the closest thing, at its core, to protect people’s finances and keep them healthy. The kind of healthy you can see in people’s eyes that have had a great quarter in business and are celebrating with you at your bar/table. Money isn’t everything but doesn’t having more than enough to give you a little financial security feel good? I think so and especially when you are in control of it. Nobody or nothing to “penalize” you for using your money before a certain age like a 401K will.

Perhaps borrowing some money from yourself after some time passes and your account grows yet, it still grows as if you took nothing. Being the bank. Infinite banking. There are multiple ways that these plans have been termed but they all lead back to the same basic recipe, and I’ll show you exactly how this is done.

Bonsoir!