SERVICES

Our special SERVICES

Infinite Banking

Infinite Banking is a powerful way of positioning your wealth as a capital asset to be used over and over again before it leaves your control.

Wealth Management Services

Secure your wealth and the legacy you would like to imprint on the world around you while you are alive and long after you are gone.

Trusts & Private Family Foundations

Trust Funds and Private Foundations have been the corner stone of protecting and managing wealth for decades. We all know that we can make money, but the real question is can you keep it?

Strategic Tax Planning​

We provide financial strategies, accounting and tax services to help you keep your hard-earned success. Create a path that works for you and your goals using our tried and proven strategies.

Education​

Continue to learn and develop your own knowledge of how to keep your success, grow your business and pass on your legacy.

Source: Mike Maloney – GoldSilver (w/ Mike Maloney)

Source: David Befort – Infinite Banking Explained

Infinite Banking

Position your money in a financial instrument that receives a guaranteed tax advantage return, earns dividends, and is safeguarded from creditors. Then, instead of using outside lenders to make purchases, you can borrow from this instrument. In essence, you “pay yourself” in the process of paying back the loan.

Problems with Traditional Banking:

- Minimal Privacy,
- No Tax Incentives,
- Minimal Interest Gains
- Invasive Vetting Practices,
- Stringent Lending Practices
- Lack of Independent Estate Planning,
- No Strategic Guidance

Our Solution:

We introduce our clients to the concept of Infinite Banking, providing strategic guidance through offering a choice of financial instruments that have a proven track record of 140 or more years of providing annual returns offering:

-Guaranteed Growth
-Earning Dividends
-Tax Free Growth
-Asset Protection
-Tax Free Legacy Transfer
-No Market Risks
-No Management Fees
-Learning self-sufficient estate planning concepts, gaining access to cohort banking models, as well as private lending resources.

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wealth management services

Wealth Management Services

Secure your wealth and the legacy you would like to imprint on the world around you while you are alive and long after you are gone.

Common Challenges

- Lack of education in value and use of the tools that are sold,
- Lack of Digital Security
- Lack of Continuity Between Tax Structures and Accounting
- Lack of Transition into Client-governing Practice

Our Solutions

- Comprehensive Integrated Security
- KYC Practices Adhered to
- Corporate Structure Set-up
- Trust Specific Consultation and Set-up
-Tailored Personal and Business Tax Advisement
-Turnkey Tax Returns and 1041 Accounting

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wealth management services

Trusts &
Private family Foundations

Trusts and Private Family Foundations have been the corner stone of protecting and managing wealth for decades. We all know that we can make money, but the real question is... Can we keep it? What if, regardless of the storms that come in life, you can keep it tax free while still earning multiple levels of income?

ICMJ combines the protective power of trusts to hold assets with the tax advantages of Private Family Foundations to invest earned income.
ICMJ is strategically trained to specialize in the design and management of this complex process from implementation, reporting, record keeping, and tax filing compliance.

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Strategic Tax Planning

Strategic tax planning will help you work within IRS tax code to keep wealth in your business.

ICMJ is here for every step of your wealth building journey. Are you seasoned in wealth management or just beginning to build your legacy? Regardless of your experience level, we would be honored to help build your confidence through financial strategy concepts in which the IRS tax code allows for retaining your hard-earned success.

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Education

With several different programs there will always be something to learn. You will never feel left in the dark. We offer you the ability to stay current and gain deeper understanding of the rules and tools we use to maintain your ongoing financial success.

- Private Training and Seminars
- Continuing Legacy Training
- Continuing Education

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Are you ready to have full control over your wealth, legacy & future?

Our team of professionals is committed to assisting you with navigating the complex world of finance, and ensuring that you have the knowledge and tools necessary to make informed decisions. Whatever your financial goals are, whether you are a business owner, investor, or high net worth individual, we can help.
LET'S WORK TOGETHER

QUICK LINKS

CONTACT INFORMATION

ICMJ LLC.
2679 W Main ST
#300
Littleton, CO 80120

Monday through Friday

9am to 5pm MST

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