Each of us has seen the benefit of private banking in our own lives, and that’s why we’re so passionate about helping people turn the banking equation around in their favor.

Our approach to financial planning strategies is rooted in education and empowerment for you and your legacy.

The Rockefeller Method

Institutions controlling your money vs. taking control of your legacy

Imagine you made $100,000 last year.
Most Americans try to save around 5% every year.
That would amount to $95,000 in earnings and $5,000 in savings.

At the end of the year, you’ll be taxed the highest possible amount on your savings.
Meanwhile, the bank that has ‘held’ onto those funds was able to invest it in financial products that are taxed at a much lower rate.

Guess where that extra money in interest goes?
Right back into the pocket of your bank.

That’s why we are so are passionate about showing clients how to regain their buying power back from the financial institutions that hold your money captive.

Living on interest vs. the principle of spending and replacing

One of the issues in the financial industry is that too many players are salesmen.
Instead of being vested in the success of their clients, they are vested in the success of a financial product or program.

This can put their clients even more at the mercy of financial institutions.

At Generation Bank, we teach clients a flexible and sustainable way to manage their money while living within their means.

Dollars do only one job vs. dollars doing many jobs

Many people set aside funds for emergencies, education, retirement, homes, and other large purchases.

These funds are usually untouched until they’re needed. Then, they’re used for only one purpose.

With the principles of prosperity economics, our financial advisors can teach you how to use dollars for financial flexibility.