Financial Foundations
Debt Elimination * Wealth Building * Retirement Planning * Legacy Planning

Have you ever really wanted to know how money works, how banks work, and how interest works? I know I have. But I also knew I did not have the smarts, the time or enough desire to pursue finding out.

Still, that wanting to know has never left me and so I first attracted into my life United First Financial® whose award winning, flagship product, the Money Merge Account® system has, in just three years helped Americans pay back over $3,000,000 of principal debt. And now, the next part of the complete financial picture has also come into my life, the Banker’s Table® B.O.S.S. Banker’s Optimal System of Security, which recognizes four pillars in a person’s financial life.

1. Debt Elimination – Debt is the silent killer of your future hopes and dreams.

2. Wealth Building – Rule #1 of wealth building is to never lose the principal value of your investment. Rule #2 is never violate rule #1.

3. Retirement Planning – Retirement income can and will be predictable with UFirst Alliance.

4. Legacy Planning – Those you love the most are the most cherished asset of all.

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June 4th and 5th, Washington DC, Holiday Inn National Airport Hotel was a historic day. What happened?

It was the first ever Certified Legacy Advisor Training for UFirst agents to learn about the joining forces of The Bankers Table, B.O.S.S. (Bankers Optimal System of Security) system with the United First Financial Money Merge Account software Coaching and Education system to create a complete, comprehensive solution to today’s financial dilemma and an entire new way of banking for the American people.

There are always four players when it comes to banks functionality. First we must have a Saver, someone who wants to deposit some money into the bank. Next there is a Borrower, someone who wants to use the Savers money and is willing to pay for that use. Next we have to have the Banker who takes care of all the transactions and then of course the Bank Owner, the one who is making all the profits.

Well, how would you like to sit in the seat of all four players at the Banker’s Table yourself. How would you like to be the Saver, the Borrower, the Banker and your own bank owner?

By mimicking proven banking strategies for the express purpose of providing our individual families with ownership, control, security and freedom is a cherished safe harbor in these turbulent times.

We contend that the combination of the Money Merge Account system and B.O.S.S. create the most prolific and stable wealth accumulation tool available.

“Suppose there was a financial instrument with a track record stretching back 1,400 years, that was so solid it could survive the Great Depression intact; that earned untaxed interest at a competitive rate; that could be borrowed against at will regardless of credit conditions; and that could be used by individuals as well as major corporations and banks as a safe harbor during economic turmoil?

You’d call it a financial banker for scary times, and you’d be talking about mutual whole insurance. This is not the life insurance that only pays when you die…..”

- John E. Girouard,  Forbes.com 2/19/09

Choose to participate in this revolutionary change of personal and business economics and join us at the Banker’s Table!