Be Your Own Bank – Take Control of Your Finances

Trustworthy consulting for your financial security and confidence.

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Wealth Preservation

Market Participation Without the Risk

Tax-Free Wealth Strategies for Financial Freedom

Build wealth and borrow tax free

Self- Financing
Tax Free Income

Your Trusted Personal Finance Consultant

We empower you to achieve financial success with clarity and confidence. Our professional guidance ensures your financial journey is secure and straightforward, tailored to your unique needs.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

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Financial Guidance Services

Expert advice to help you achieve financial stability and success through personalized consultations.

Wealth Protection

Downside protection while benefiting from index-linked returns with added benefit of tax-free wealth accumulation.

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Infinite Banking

Strategies for self-financing and liquidity while reducing dependance on banks.

Smart approach to securing your family's future by addressing market volatility and implementing inflation-proof retirement strategies, all while ensuring liquidity without penalties.

Education & Retirement Planning
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
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Email: roshini@consultwithrk.com

Ph: 860-255-4508