Work with the Bank Lady
Enter your information so that I can get in touch with you!
It's Your Move!
What Money Moves are you ready to make?
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from Lori "The Bank Lady".
Work with
The Bank Lady
I'm Lori
MBA in Finance
Mortgage Loan Originator (NMLS# 2148179)
Insurance Broker (Life/Health/Annuity)
Tax Advisory
Be Your Own Bank concept (BYOB)
Principal 1st HELOC strategy
- Client #1
- Client #2
- Client #3
- Client #1
- Client #2
- Client #3
Introducing
Be Your Own Bank strategy
The inner workings of your family bank
Immediate solutions for financial problems using the BYOB strategy
The Double Play (how to 2x your money) like the big banks
Leverage, Leverage, Leverage
Your MONEY Mindset using the Four F’s strategy
5 Money Moves with the BYOB strategy
Tax Money Move
Retirement Money Move (LIRPs)
Mortgage Money Move
Cashflow Money Move
Lifestyle (Major Purchases, Travel, etc)
And so much more!
Ready to get started?
Lori Martin MBA
Suite 248
Miramar, Florida 33027
Office: 954.561-7222
Email: Lori@lorigmartin.com
© 2024 LGM | Insurance And Financial Services