About Us
We are a team of experts passionate about helping business owners and families secure their financial future.ย As a boutique firm, we specialize in six-figure infinite bank life insurance policies, premier retirement plans for small business owners with a focus on tax-reduction, and increasing the value of your business through strategic planning.ย Our clients come to us when they are looking to investigate Infinite Bank Insurance Policies, desire to put more than $100k annually into pre-tax qualified retirement plans, or looking to push their organization to the next level of profitability or impact.
Our Expertise
Building for Tomorrow
Building for tomorrow takes intentionality, focus, and discipline.ย Our solutions empower business owners to position their business and their personal finances on a trajectory today that achieves their goals tomorrow.
Protecting Tomorrow
You’ve worked hard to achieve your success.ย We help business owners protect what they’ve built as they navigate the ups-and-downs of the unexpected.
Business Strategy
For our business owning clients, increasing their business’ results is often the best dollar-for-dollar investment they can make.ย The strategic system we use, StratOp, is responsible for over a billion dollars in increased revenue across multiple industries.
Our Values
Client Focused
Our success is your success.ย Our business grows on referrals, taking care of our clients, and deliverying solutions that go above and beyond what most of our clients thought was possible.ย Whether it is in designing your defined benefit plan, building out your infinite bank life insurance policy, or helping your business be positioned for greater growth through strategic planning, we put put your needs first.
Diversification
A strong financial portfolio is a diversified portfolio.ย Our strategies help our clients diversify their portfolios and maintain a strong and steady return that often forms a potent layer in their broader financial strategy.ย Just as importantly, our financial strategies are designed to bolster the returns of the other layers of a diversified portfolio through investment options and tax-reduction.
Proven
The financial world is flush with “get-rich-quick plans” and big gambles on the next big thing.ย Our plans and policies focus on strategies that have been proven for decades and backed by financial math, providing security for your financial future.
Resilient
The future is full of unknowns.ย Our financial plans, business strategies, and insurance policies are intentionally designed to be resilient against market fluctuations, sudden economic shifts, and unexpected life events.ย For our clients, it is often the strategies, plans, and policies that we helped build for them that form part of the bedrock of ther financial security that helps them navigate unforeseen future events.
Strategic
Strategic plans are intentional and future focused.ย We help our clients design plans and policies that intentionally build the future they want for themselves.ย We help our clients set their financial trajectory for the future they envision while protecting the world they’ve already built for today.
Personalized
Our financial plans and business strategies are personalized to each of our client’s needs and objectives; they are never “cookie cutter.”ย We take time at the beginning of every engagement to understand your needs and goals as our client, and every plan we craft is focused on helping you achieve those goals. Personalized plans will always perform better to your specific objectives.
Give Back
We believe that “to whom much has been given, much is required.”ย We give a portion of revenue from every quarter to proven and trustworthy nonprofits that have shown a track record of changing the world for the better.ย We believe our success cannot come at the cost or neglect of the world around us.
Our Carriers
Years of Experience of Your Extended Team*
A.M. Best Company - Financial Strength Rating (Mass Mutual)
A.M. Best Company - Financial Strength Rating (Lafayette Life)
Average Age of Top Two Providers
*Your extended team includes advisors, retirement planning professionals, TPAs, insurance specialists, and business strategists.ย Team members may include experts from our TPAs and providers that are working on your case.
Who We Serve
We serve business owners, families, and individuals seeking to diversify their financial portfolio through proven and sound financial vehicles and strategies… entrepreneurs looking for financial tools to help bolster investments in real estate or business ventures…ย business owners looking to lower their business taxes by increasing tax-deductible contributions to their retirement to over $100k… and leadership teams looking to propel their business forward.
We find that the two greatest losses for businesses are time wasted from doing too much of the wrong thing, poor team alignment, misunderstanding where to focus, or unnecessarily overpaying on taxes.
We can help you eliminate all of them.
Curate your future
Our team of experts will provide a personalized consultative experience to determine the best strategy for you, your business, and your family.