Work with the Bank Lady
Let's make Money Moves together!
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It's Your Move!
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Work with
The Bank Lady
Let's make Money Moves!
I'm Lori
aka "The Bank Lady"
I work within a distinctive financial niche by assisting clients in identifying and recovering money they are unknowingly and unnecessarily losing through strategic financial maneuvers (MONEY MOVES).
I then redirect all gains back into my
clients' personal finances to enhance their present and future quality of life.
Formal Education/Licensure:
MBA in Finance
Mortgage Loan Originator
Insurance Broker (Life/Health/Annuity)
Tax Planner/Preparer
My niche services include the game changing Money Moves of:
Be Your Own Bank concept (BYOB)
Principal 1st HELOC strategy
These Money Moves have helped many to Live WELL!
I look forward to helping you to Live Well too!
Educational Webinars
Pay off your mortgage 2-4x faster
using this Mortgage Money Move
Principal 1st HELOC Strategy
Are you interested in paying off your mortgage 2-4x faster
WITHOUT changing your lifestyle?
Will it be okay for the banks to make less money from you?
Are YOU interested in SAVING on Interest costs?
Would you like to have the flexibility to access your Equity $$$ at
your discretion?
HELOC Testimonials
Using this strategy, I've helped clients to pay off their mortgages in record time.
“My mortgage will be paid off in 3 years instead of 27 years without changing my lifestyle. In one month since closing, my principal balance is down from 270k to 250k. I am AMAZED! Now I can access the equity in my walls without having to get permission from the bank. I am the Bank now!”
- Client #1
“I truly wish that I’d met Lori years ago. This Mortgage Master Move has changed my life.
My mortgage will be paid off in 8 years instead of 30 years using this HELOC strategy.
I’m going to refer many more clients to you.”
- Client #2
“I now understand why my bank doesn’t sell this mortgage. My money is now going to work for me first, then the bank. Now I can redirect my mortgage interest savings to my retirement account to live well!
- Client #3
HELOC Testimonials
Using this strategy, I've helped clients to pay off their mortgages in record time.
“My mortgage will be paid off in 3 years instead of 27 years without changing my lifestyle. In one month since closing, my principal balance is down from 270k to 250k. I am AMAZED! Now I can access the equity in my walls without having to get permission from the bank. I am the Bank now!”
- Client #1
“I truly wish that I’d met Lori years ago. This Mortgage Master Move has changed my life.
My mortgage will be paid off in 8 years instead of 30 years using this HELOC strategy.
I’m going to refer many more clients to you.”
- Client #2
“I now understand why my bank doesn’t sell this mortgage. My money is now going to work for me first, then the bank. Now I can redirect my mortgage interest savings to my retirement account to live well!
- Client #3
If You Want To Steal Money, Don’t Rob A Bank
BECOME ONE
Introducing
The Banker Always Wins
EBOOK
What You'll Learn Inside
Be Your Own Bank strategy
The inner workings of your family bank
Immediate financial solutions 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 (Get Debt Free)
Lifestyle (Major Purchases, Travel, etc)
Client Accomplishments
WITH THE FIVE MONEY MOVES
"I’ve created many Private Family Banking systems for clients that will generate
TAX-FREE generational wealth for their families."
- TAX MASTER MOVE
"I’ve helped hundreds of clients to pay off car loans, credit card debt, student loans, etc. while using their money twice."
- DOUBLE PLAY/CASHFLOW MONEY MOVE
I’ve helped many individuals and real estate investors to purchase and/or refinance properties that will be paid off 2-4 times faster using the HELOC strategy.
- MORTGAGE MASTER MOVE
"Many of my clients will retire with 6 Figures or more in TAX-FREE retirement income and will not outlive their retirement income."
- RETIREMENT MASTER MONEY MOVE
And so much more!
Ready to get started?
E-book regular price: $87
Your Price $47.77
1 PAYMENT OF
$47.77
See What Others Said About LGM
Lori Martin MBA
FINANCIAL ADVISOR| MORTGAGE LOAN ORIGINATOR I TAX PLANNER I INSURANCE BROKER
MNLS #2148179
Address: 14359 Miramar Parkway
Suite 248
Miramar, Florida 33027
Office: 954.561-7222
Email: Lori@lorigmartin.com
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