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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.
our services
We work with business owners to establish a plan & the funds to provide for a buy/sell agreement with guaranteed, tax-free dollars.
As authorized IBC practitioners, we specialize in educating, implementing and executing financial strategies using specially designed policies that provide growth, tax savings and asset protection!
With all the in-depth plans and forecasts we create, the one aspect out of our control is our physical health. We provide disability coverage to protect you and your family from being wiped out by unexpected income losses.
You've worked your whole life to save and grow your money, and now you're looking at retirement. But how will you flip the switch to make your money start to work for you? We specialize in creating lifetime income streams that protect against market crashes and create a generational legacy.
As a business owner, you’ve worked long and hard to develop your business. Although most owners plan to sell or transfer their business one day, almost 50% have no exit strategy on how or when they will move on. Whether you’re just getting started or want to sell next month, we can help establish your plan to continue your cash flow forever.
Do you want a safe and liquid place to store cash with guaranteed growth, and tax benefits? How about protecting your assets from lenders, lawsuits and even the IRS? An IBC policy or estate plan could be the perfect fit for you!
EXCELLENTBased on 8 reviewsTrustindex verifies that the original source of the review is Google.Bryant Goodall2022-05-27This team knows their stuff! From the beginning, I knew I'd be treated with dignity and respect eventhough I lacked previous investment experience. They've worked with me to increase my financial literacy, opened many new opportunities, and advised on the best strategies to build and retain wealth for my needs. I can't say enough about how critical finding a partner like these folks has been to relieving the anxiety and confusion around investing.Trustindex verifies that the original source of the review is Google.Tony Spencer2022-04-06David White is very knowledgeable about investment strategies and has been very patient while walking me through the beat options for my situation. He genuinely cares and wants his clients to be successful in planning their financial future. I look forward to continuing working with David.Trustindex verifies that the original source of the review is Google.Elijah Vo2022-04-05David and his group are top notch! He's very knowledgeable and walks you through each step. I've been using him for infinite banking for several years now with NO regrets! I'd recommend him and his team anytime!!Trustindex verifies that the original source of the review is Google.Tanner Oliver2022-04-04David and Erica are some of the best Infinite Banking coaches in the nation. This not only comes from a deep understanding of how Infinite Banking works, but also the things they learned don’t work advising wealth for over 25 years. It’s hard to find better coaching and a better team!Trustindex verifies that the original source of the review is Google.Michael Henzgen2022-04-04David and Erica are such an awesome team! They have an excellent, streamlined process in place to provide you with education and advice about your personal financial situation. You can tell they are only satisfied if they have set you up with the right tools to take control of your investments. Would give 6 stars if I could!Trustindex verifies that the original source of the review is Google.James Wilson2022-04-04David and Erica are the best! Great experience and great plans! Highly recommend!Trustindex verifies that the original source of the review is Google.john torres2022-04-02Erica at Infinity Investments does a great job explaining how Infinite Banking works and creating a custom strategy for each client's specific situation and goals. If you've ever wanted to be your own banker, give Erica a call!
testimonials
We are very fortunate to have formed excellent partnerships with many of our clients. And we’ve formed more than just working relationships with them; we have formed true friendships.
How to get started
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FAQ
Learn How Infinite Banking is the Key to Lasting Wealth
The Infinite Banking Concept is a strategy used by the wealthy to grow, control, and protect their wealth.
Step 1: Book Your Free Consultation with us
Step 2: Gather Financial Information
Step 3: Gain Clarity On Your Financial Goals
book a free consultation
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