Grow your money safely, predictably, and guaranteed!

Your wealth must live somewhere that is protected and outpaces inflation. Also, we believe your wealth should also be accessible anytime you need it.

About Us

Predictable wealth independent of stock market conditions

Our primary focus is growing your wealth no matter what happens in the stock market. We do this based on a financial strategy that has been around for over 160 years. 

Our Services

Helping you build predictable wealth

Safe and secure financial growth regardless of market conditions.

Whether the market is up or down, it makes no difference for your account. We structure savings accounts that are based on the “Infinite Banking Concept” also known as the “Bank On Yourself Concept”. We recommend this solution to help you not only build predictable wealth, but to also be able to access it. In other words, liquidity is key here.

Financial Planning

Our main focus is to help you build and protect your wealth from various risks. We'll take a deep dive into your financial situation through a financial analysis to determine the best strategy for you.

Guaranteed Growth

Growing your wealth at ease. We build investment vehicles that grow consistently regardless of market conditions.

Asset Protection

Minimize risk and protect your assets from third-party agencies. All our financial solutions are built with Asset Protection top in mind.

High Liquidity

Your investment vehicle builds cash value that remains accessible at anytime. Your cash value is also protected from debt-collectors and lawsuits.

Finance Assets Protection Structure

If you’d like to learn more about our process for helping you build safe and predictable wealth. Here are the steps:

Step 1: Get your free financial assessment

Through a free and confidential financial assessment we determine available options for growing predictable wealth.

Step 2: We create your personalized strategy

Once we better understand your goals for building wealth we'll craft your personalized investment vehicle.

Step 3: You grow safe and predictable wealth

Once you sign off you're ready to start growing safe and predictable wealth regardless of market conditions.

Latest Media

Media; Podcasts, and Videos


Ep 115 Why Small Businesses Need to Protect Their Intellectual Property? With Attorney Devin Miller Devin Miller founded Miller IP Law to help startups

Learn more

Thinking Like a Bank – Ep 114 – An Alternative to a 1031 Exchange with Frank Hanna Jr. ChFC® Frank Hanna is a Chartered

Learn more

Episode 113 – How to Find a Key Principal for Your Real Estate Deals with George Roberts George Roberts before devoting himself to commercial

Learn more