Tailor-made Private Family Banks to Create the Life You Want

Eliminate Debt • Protect Your Family's Future • Create Wealth
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We’ve all done stupid (including me). But I turned my financial life around, and you can too.”

— David Shipman 

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Are you part of the 97% that lives paycheck to paycheck?

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Do you have to borrow money for small emergencies?

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Will you have a "just get by" retirement (or worse)?

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Upon your passing, will your family struggle to take care of basic needs?

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Imagine if you could access cash from your assets without penalties or taxes.

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What if you could have complete confidence that your money was safe (you can't lose your money or have it taken away) throughout your entire life?

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What would it make possible to have control over your lifetime cash flow?

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What if you could be completely debt-free (including your home!) with cash still in the bank?

If you want to be able to live the life that you desire without the stress and worry that debt brings, here’s how to get started:

Recognize

Watch a 27-minute video that explains how you can become confident about your finances.

clarify

Schedule a brief Q&A call to answer questions specific to your situation (don’t worry—you can’t even commit during this call).

Initiate

Allow me to structure your custom banking plan that will finally eliminate your financial stress.

Hi, I’m David. 

I’ve been in finance for over 30 years, including personal finance, tax preparation, lending, and investing. I’m a graduate of Dave Ramsey’s Master Coach Training, and a licensed Insurance agent. Throughout my time in finance, I’ve seen a consistent theme: Most people live paycheck to paycheck, are one problem away from bankruptcy, live in paralyzing fear of their financial future, and have little knowledge how to protect and make their money work for them. Does that sound like you? If so, I can help you become financially confident and secure, maybe for the first time in your life.

Click here to learn how I can help.

I’ve been in finance for over 30 years, including personal finance, tax preparation, lending, and investing. I’m a graduate of Dave Ramsey’s Master Coach Training, and a licensed Insurance agent. Throughout my time in finance, I’ve seen a consistent theme: Most people live paycheck to paycheck, are one problem away from bankruptcy, live in paralyzing fear of their financial future, and have little knowledge how to protect and make their money work for them. Does that sound like you? If so, I can help you become financially confident and secure, maybe for the first time in your life.

Click here to learn how I can help.

The Truth About Personal Finance

The commissions are outstanding in it! Do you seriously think that people simply want you to do better? Honestly, I think most financial people want to help but they are not doing it gratuitously; therefore, there is a profit motive on their end. The selling of financial information is big business. I want to give you some inside information about personal finance – the positives and negatives of the advice you are always reading. But here’s the catch….I’m going to do it for free. Just keep reading.

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An Income Stream or Streams of Income?

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Do you have an income stream or streams of income? While one may think I am just playing with words, the year 2020 taught us something about life. What did 2020 teach us about life? Life can get disrupted by things beyond our control. Many found themselves in...

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Is Your Life Secure – Six Steps You Can Do Today

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Security is an interesting word. How secure are you in your life? I want to investigate a few ideas on security vs. waste of money.  Allow me to pick on the first "waste of money" many utilize. It's called warranty. Most, when purchasing, do not do the math. If you...

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The (Financial) Mystery of Christmas

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I am going to let you in on what is a little know secret about Christmas. Yes, this is something most people apparently do not know. The secret is, Christmas comes every year! You may be thinking that you already knew this, but statistically, there is a good chance...

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What Did We Learn From COVID?

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As many have stated so far, 2020 is a year that was just strange. I'm not here to argue the merits of all the arguments about COVID, but I want to discuss what we can learn from it. There are a few issues we should plan our financial lives around. I know an individual...

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Are You Trying to Be a Big Duck?

Are You Trying to Be a Big Duck?

Have you ever heard the question, "Are you trying to be a big duck in a small pond?" It's much easier to function as the big duck where there aren't many other ducks than to be the same size as all the other ducks in a big pond. Here's the problem. When we focus on...

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I’ve had my bank since 2012 and David has been there every step of the way to answer questions and help me use it efficiently. I am in the process now of paying cash for a new car!

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I had carried a heavy burden of debt with me for months until I finally sought the help I needed. David E. Shipman, within a matter of days, had a plan AND options for me to consider. I’ve slept better and lost five pounds in two weeks.

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Since David Shipman helped me set up my Private Family Bank, I’ve been able to pay cash for a car and pay cash for a medical emergency without going into debt! It has opened up many opportunities for me, including having the cash to make an investment that earned 11%.

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Are you tired of dealing with a dysfunctional and inefficient financial system? Let me show you what is possible.

My commitment to you is to be responsive and available throughout the entire process and beyond. I not only care about your finances, but about you as a person.