Our services are centered around helping clients protect and grow their wealth in the most efficient way possible. That means avoiding the downside risk associated with traditional stock market investments and not exposing your money to unnecessary taxation in the future, which could have a massive impact on your lifestyle or success of your business down the road.

We leverage products that have typically been available to and heavily used by banks, large corporations and the wealthiest people in the world.

We bring these strategies to the forefront and incorporate them into our client’s retirement income and savings plans as a supplement to their current strategies.

We specialize in working with small business owners and investors (particularly real estate investors) who understand the power of taking back control of your money (from the banks) and leveraging the Infinite Banking Concept to build a sizable cash asset, one that changes lives, provides legacy, and frankly, can be truly amazing for your financial future.

Core Focus Areas

• Retirement income planning, income gap analysis, pension calculations & tax free growth strategies

• Infinite Banking Concept: specialized policy designs, process and incorporating IBC into your personal financing, investing plans or strategies

• Business capital growth and management for CapEx/OpEx reserves, inventory or equipment purchases, strategic investment dollars, buy-out agreements and executive compensation plans

• Debt elimination strategies and how to recapture the interest paid to banks, how to quickly pay off debts to change your financial trajectory

• Legacy protect and estate planning support. Leveraging our strategies and experts to prepare your estate planning needs, estate tax planning and mitigation

• College savings plans (a better plan that will set-up your children for the future)

• Household savings, emergency plans, cash for life’s big expenses (weddings, vacations of a lifetime, unexpected medical expenses, loss of a job)

If we don’t have the expertise “in-house”, we know where to find it and will connect you to people we trust.