Aliza Mata

BIOGRAPHY
Aliza is a native Texan, spending the majority of her life in the DFW area. After graduating third in her class at Boyd High School, Aliza took her full-ride scholarship to Midwestern State University where she studied Geology and met the love of her life. Far from her collegiate focus in environmental sciences, Aliza has always had a very wide range of interests.  From studying Shakespeare in London, to painting sets for the local opera house, to managing and assisting new clients within the infinite banking team, Aliza has a versatile set of skills that she brings to the table. 
 
Aliza’s current focus is growing her knowledge of the financial and economiocal realm in order to best serve her clientele and maximize the efficiency of new business. She has always been in the business of helping people, and that is what she looks forward to doing as she grows alongside her team.

Business Planning Options

We enhance your returns and create efficiencies to protect your assets while lowering your tax burden now & later.

Independent Platform

We partner with multiple Fortune 500 companies to find the best option, tailoring each plan to our clients’ goals.

Authorized Infinite Banking Practitioners

We educate clients & design plans based on the 100+ year old wealth building strategy used by the financially mature for generations.

How to get started

The Financial Roadmap

Step 1

Book Your Free Consultation

Step 2

Outline Financial Information & Goals

Step 3

Choose your Preferred Tailored Design

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Taking You Closer To Your Goals

With our expertise in real estate and business financial services, we can help you achieve greater financial success while protecting your assets and reducing your tax burden now and in the future. We specialize in the Infinite Banking Concept to increase leverage and lower risk.