Is Family Banking Right For You?

Quiz Questions

• 1.
  It’s very important to store a portion of my wealth somewhere that is immune from loss and is easily accessible. 

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 2.
  It’s very important to ensure my family is protected from financial failure in the case of early death, long-term disability, creditors, and lawsuits.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 3.
  I want access to my money without penalties while simultaneously benefiting from continuous compounding growth of my wealth. 

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 4.
  I’m willing to take a little risk with my “safe” dollars to earn a moderate return instead of losing to inflation.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 5.
  I want to borrow money without completing loan applications. I want limited terms that don't impact my credit score.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 6.
  I want to be able to borrow money any time for any purpose (business, family, personal, financial opportunity) without having to fill out a burdensome loan application.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 7.
  It’s very important for my money to do multiple jobs at the same time so I can maximize my wealth.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 8.
  I don’t think the government should be telling me when or how I can use my money.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 9.
  I want to reduce the amount of taxes I need to pay in the future to use my wealth for income.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 10.
  I am willing to pay tax on my assets today in order to avoid paying tax on those assets (including their future growth), in the future.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 11.
  I am willing to take steps to create more money in retirement AND also more money for the next generation in my family.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree
• 12.
  It’s very important to transfer the maximum amount of wealth to my beneficiaries tax-free--and to do so without the expense and hassle of probate.

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  • A.
    Strongly Disagree
  • B.
    Somewhat Disagree
  • C.
    Somewhat Agree
  • D.
    Strongly Agree

Quiz Outcomes

• 1.
   A Family Bank is probably not for you at this time. 

  Based on your responses, it doesn't appear building a Family Bank is a great fit for you at this time.That's ok as it's not for everyone. If you're curious to learn more, see below for additional resources that may help you along your journey to financial freedom.Hi, my name is Tom Suvansri, and I help families take control over your personal finances by creating plans that help you build assets with your money giving you greater cash flow, greater wealth, and a future you own. One of the foundational aspects of the strategy is utilizing Family Banking to more efficiently protect, store, and grow your wealth.What is family banking? Family Banking is a mindset and system used by generations of America’s richest families to think very differently about their wealth. Instead of investing in liabilities (like cars and homes), you invest in assets (like rental properties, businesses, and other assets that generate cash flow via ownership). Like any smart asset, you generate ongoing cash flow from interest while also building net worth through ownership. And like a bank, this system produces financing opportunities you now control.Click the link below to access my website to download a free guide, The Family Bank: A Foundation for Taking Control of Your Financial Future in which I go deeper into wealth-building strategies that lending institutions, the government, and fee-based advisors don’t want you to know about.
• 2.
  A Family Bank could be in your future

  Based on your responses, a Family Bank could be a great addition to what you're currently doing to gain additional financial freedom and control.If you're curious to learn more, see below for additional resources that may help you along your journey.Hi, my name is Tom Suvansri, and I help families take control over your personal finances by creating plans that help you build assets with your money giving you greater cash flow, greater wealth, and a future you own. One of the foundational aspects of the strategy is utilizing Family Banking to more efficiently protect, store, and grow your wealth.What is family banking? Family Banking is a mindset and system used by generations of America’s richest families to think very differently about their wealth. Instead of investing in liabilities (like cars and homes), you invest in assets (like rental properties, businesses, and other assets that generate cash flow via ownership). Like any smart asset, you generate ongoing cash flow from interest while also building net worth through ownership. And like a bank, this system produces financing opportunities you now control.Click the link below to access my website to download a free guide, The Family Bank: A Foundation for Taking Control of Your Financial Future in which I go deeper into wealth-building strategies that lending institutions, the government, and fee-based advisors don’t want you to know about.
• 3.
  You’re a great candidate for a Family Bank today.

  Based on your responses, a Family Bank aligns well with what's important to you, and can give you the additional financial freedom and control you're seeking.If you're curious to learn more, see below for additional resources that may help you along your journey.Hi, my name is Tom Suvansri, and I help families take control over your personal finances by creating plans that help you build assets with your money giving you greater cash flow, greater wealth, and a future you own. One of the foundational aspects of the strategy is utilizing Family Banking to more efficiently protect, store, and grow your wealth.What is family banking? Family Banking is a mindset and system used by generations of America’s richest families to think very differently about their wealth. Instead of investing in liabilities (like cars and homes), you invest in assets (like rental properties, businesses, and other assets that generate cash flow via ownership). Like any smart asset, you generate ongoing cash flow from interest while also building net worth through ownership. And like a bank, this system produces financing opportunities you now control.Click the link below to access my website to download a free guide, The Family Bank: A Foundation for Taking Control of Your Financial Future in which I go deeper into wealth-building strategies that lending institutions, the government, and fee-based advisors don’t want you to know about.