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Your Family Banker of Lexington, Kentucky
Information by Research TrustFinance
Your Family Banker, founded by Scott Zerkle, is a financial advisory and wealth management practice operating as a "Doing Business As" (DBA) name. The firm's mission is to teach families and business owners how to achieve their financial goals by implementing the Infinite Banking Concept®, which utilizes specially designed, dividend-paying whole life insurance policies as a personal banking system. They provide education and guidance on creating private family banks to manage debt, fund major purchases, save for retirement, and build multi-generational wealth outside of traditional Wall Street institutions.
United States
Industry
Financial