About Lorie Schultz

Lorie Schultz

772-486-5212 lorie@privatefamilybanking.com

Lorie Schultz

  • I have worked in the field of developmental disabilities for the past 30 years, and have had a consulting business for the last 11 years.
  • I have always had a strong interest in personal finance, and  I have lived through several periods of the market going up, and the market going down, sometimes with devastating losses.  As I now near retirement, I’ve become less willing to put my hard earned savings at risk.  But I wasn’t sure what I should do instead.
  • I received an email introducing me to the Smart Wealth System by John Cummuta, and Private Family Banking.  At first, the idea of building wealth by establishing a private family bank through a whole life insurance policy sounded not only unusual, but too good to be true.
  • In today’s uncertain financial climate, it is certainly wise to be skeptical when you consider where and how to invest your money.  With Private Family Banking, I finally feel confident and optimistic about my family’s financial future. I am so excited about this product that I have told many friends and relatives about it.

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