BANK ON YOURSELF® PROFESSIONAL
Bank On Yourself® professionals help individuals, families, and business owners design strategies that grow steadily. These strategies keep cash accessible whenever you need it.
WHAT WE DO AND WHY CLIENTS CHOOSE BIEL FINANCIAL SOLUTIONS
Our team provides clear guidance, and personalized plans designed to align with your goals. We focus on long-term security, liquidity needs, responsible tax-favored wealth accumulation, and your financial legacy.
STABILITY – Mutual, dividend-paying whole life with conservative design to protect and grow your money
LIQUIDITY – Access your cash without interruption of compounding growth for all your life goals, both now and in the future
TAX-FAVORED – Built to avoid MEC limits, penalty-free when structured right
LEGACY – Pass your wealth on favorably to the people you care about
HOW IT WORKS
Part 1 – The Opening Interview
We start with a conversation to understand your goals, priorities, and financial picture.
Part 2 – The Financial Fact & Feeling Finder Interview
We design a tailored financial plan. This plan serves as your personalized road map. It guides you from where you are today to where you want to be.
Part 3 – The Closing Interview
We put the strategy into motion, guiding you step by step
Part 4 – The 6 Month Review
We review your current situation and adapting as life changes.
JACK BIEL, BANK ON YOURSELF® PROFESSIONAL
As a Bank On Yourself® Professional, I am passionate about helping individuals, families, and business owners. I help them achieve their financial goals. I also help in building lasting legacies.
I believe true success goes beyond money — it’s teaching principles and philosophies that can be passed down for generations. This leads to clarity, control, and confidence. You gain a sense of ease. You know you’re making the best possible financial decisions for today. You are also considering future generations.
