Please take a moment to see if this resonates with you. For 20+ years, I put mine and my client’s money into mutual funds. The risk and uncertainty were a constant stress. In 2002, then again in 2008, markets lost about half their value. Were you or someone you know stressed out and frustrated? I was! More than a decade ago, I committed to find a more certain, predictable, and safe way to build wealth before another drop happened again. I found it in the risk management part of my business.

Now we concentrate on protecting capital and teaching business owners how to control the liquidity and flow of their money. We structure your capital to be in position to multiply its uses…never leaving your dollars to only a single purpose. Structured properly, you get liquidity, use, control, and certainty. 

What happens when you get sick, get sued, live too long, die too soon, pay higher taxes, the economy collapses, or government rules change? With the Infinite Banking Method and other Tax Saving Strategies, business owners are positioned to know these things will happen and take full advantage when they do. The goal is to give you security and peace of mind regardless of what happens that can derail or delay your long-term planning.