For over 28 years, our team has become an expert on estate planning, life & asset protection, eliminating debt, and tax-favored retirements. Our team approaches each family with an understanding there is often debt interfering with retirement and college funding needs. It is with this dedication that we teach clients how to become debt free in 9 years or less, including their mortgages, without spending any additional money.
No client’s needs or situations are alike. This is why we are passionate about understanding the needs of each client’s goals, hopes, and fears; diffusing confusing financial terms and concepts through our financial literacy approach so that our clients feel empowered. We provide a road map that is unique to each client’s dreams and goals. No client is too small; no client is too large.
Working with our team, you will:
Discover how the wealthy have used tax-free strategies for decades to supercharge their wealth and savings.
Create a safe and predictable tax-free retirement plan that enhances your financial security.
Create less risk, more wealth, and leverage your returns for a predictable income.
Find out about efficient tax-free savings strategies.
Learn the power-house financial vehicles that banks and corporations use to protect and grow their billions in profits and use this same strategy for yourself and your family!
"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it."
MEET OUR TEAM
As a Registered Financial Consultant, John holds a fiduciary responsibility to do what is best for his clients, free from 3rd party interests. His collective, consultative approach of listening to his clients' concerns/needs/future wishes has led him to earn industry achievement awards consecutively over his career. John's greatest satisfaction comes from the referrals of his growing clientele, who seek the same trust and expertise he has given over the years. Because of the high level of integrity that he built over the years The International Association of Registered Financial Consultants (IARFC) has recently awarded John the "Ethics Approved Seal" for his adherence to the IARFC Code of Ethics.
John has a business degree from Buffalo State College and resides in Parkland, Florida.
Wendy's background in social work, education, and commodity training has molded her advocate approach to clients: listen, accept, and meet the client's needs. As an independent Registered Financial Consultant*, Wendy can offer the best products for her clients with full fiduciary disclosure. Wendy's passion is empowering her clients with education and financial options so that they can feel confident in their financial decisions. KNOWLEDGE IS POWER! Because of the high level of integrity that Wendy has built over the years, The Internacional Association of Registered Financial Consultants (IARFC) has recently awarded her the "Ethics Approved Seal" for her adherence to the IARFC Code of Ethics.
*My Family Bank Advisor
*Disability Insurance Specialist
*Elderly Advocate Volunteer Social Worker: Hope Ministries, Boca Raton, FL
*Advisor/Agent/Consultant offering: Tax-Free Retirement Planning, Annuities, Insurance Needs
*Human Trafficking Volunteer Social Worker: Broward Human Trafficking Coalition, Broward Co; FL
Wendy Ziccarelli, RFC
Advisory and Client Services
Case Design Manager
Property and Casualty Specialist
My Family Bank