The Capital Reserve Strategy

A way to manage your capital that maximizes for ACCESS, CONTROL, and GROWTH.

Get your personally optimized strategy…

You don't need an emergency fund or a retirement account.

These are distractions that hold you back from maintaining a pool of capital maximized for ACCESS, CONTROL, and GROWTH.

Access

If you have $500,000 in your 401(k), you should be able to go to a bank and say, “Give me a loan for $100,000.” with no questions asked.

But you can’t.

With a properly deployed Capital Reserve Strategy, you can choose to use your own capital OR get on-demand loans for purchases that can’t be paid from your monthly cash flow.

Control

Financial control is driven by flexibility of options. Most popular financial tools lack flexibility.

With a properly deployed Capital Reserve Strategy, you have flexibility in:

  • Funding the strategy depending on your cash flow 
  • Expanding the funding of the strategy
  • On-demand loan repayment schedule – you choose when and how much to repay

Growth

Imagine a financial strategy where you have control and access to your capital AND a way to optimally incorporate a growth model that includes:

  • Tax-free growth 
  • Tax-free access 
  • Guaranteed predictable growth
  • Tax advantaged non-guaranteed market growth