Most business owners use their own money to fund their business. It is not just what you are paying for but HOW you are paying for it!

The Private Reserve Strategy* saves your profits and uses other people’s money to maximize efficiency. This is accomplished by building an increasing pool of capital providing accessibility, control and uninterrupted compounding.

Once your Private Reserve Strategy is established, you can borrow from lenders at negotiated rates. This would allow your private capital reserve to continue to employ the benefits of compounding. Our process compares investment vehicles to be used as your private reserve and finds one that has ideal characteristics. Some of these desired characteristics include:

  • Tax Differed Growth
  • Tax Free Distribution
  • Competitive Return
  • High Contributions
  • Deductible Contributions
  • Collateral Opportunities
  • Safe Harbor
  • No-Loss Provisions
  • Guaranteed Loan Option
  • Unstructured Loan Payments
  • Liquidity, Use and Control
  • Additional Benefits

*The Private Reserve Strategy is a trademark of MoneyTrax