Erica Neal

BIOGRAPHY

Erica was born & raised in west Texas, graduating from Permian High School (the school from “Friday Night Lights”). She went on to earn her bachelor’s degree in Finance & Economics from UT Permian Basin. After college, she moved to the DFW area and began her career in finance by working for a prominent investment firm. She learned the basics of running a financial practice but saw large holes in the company’s planning process early on.

 Working for a large corporation kept her captive to the corporation’s agenda, meaning only being able to offer the 2-3 proprietary financial products created by the company even if other options were better suited for the client. Even though she could obtain success & company recognition for her achievements, Erica knew there was a better way to run her business.

To provide more comprehensive plans for her clients, Erica left the large box company to partner with a boutique, independent financial firm in Ft Worth, Tx. This platform allowed her to partner with multiple Fortune 500 & A-rated companies and “shop the market” for the products that best fit her clients’ needs. Erica’s planning transitioned from focusing on accumulation and rate of return to efficient cash flow strategies and increasing retirement income through Infinite Banking.

Now she could focus on teaching families how to make their money work for them! As she grew her business, her personal interest in real estate investing also grew. After working alongside each other in the firm for 3 years, Erica and David White decided to merge their practices and focus on their passion…. real estate. 

LaunchingInfinity Investment Strategies allowed Erica & David to build their real estate portfolios, all while offering financial planning services for investors. Infinity Investment Strategies focuses on educating investors about the power of the Infinite Banking Concept to manage cash flow & liquidity to do more deals sooner and inform clients about various real estate opportunities. They also create tax-efficient income plans for those looking to retire within 5-10 years.

 

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

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

Lunch after business meeting
Infinite Banking Concept Authorized Practitioner
0 K+
Happy Clients
0
Years Experience

our services

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.