When it comes to wealth planning, most people assume you must sacrifice today in order to be prepared for the future:
- Can you build wealth now without harming retirement?
- Are you creating assets that produce income every single month?
- Is your current financial plan mostly out of your control?
Your family’s financial life shouldn’t be left to hope.
We get it because we’ve been there.
After chasing the corporate dream, we realized it fell short. Pursuing the traditional path meant giving up control. Then we discovered the family banking system, a proven financial approach that gave us cash flow, freedom, and security.
We do it for our families, and we’re ready to help yours too.
The path to a better future is just three steps away
Schedule a Call
We talk through what’s going on in your financial life and how we can help.
Do a strategy session
We take a deep dive into your entire financial life to see how infinite banking can change your legacy
Enjoy life today and a secure future tomorrow.
Once qualified, you are set up for the long-term security your family deserves.
What Our Clients Say
“Tom has been a tremendous thought partner and advisor for several years. Under his guidance we have improved protection of our hard-earned assets, diversified our portfolio and we are strengthening our financial plan in the short and long term. Most importantly, Tom’s integrity and dedication to our best interests is unquestioned.”
“Personal finances are always on that list of things you want to get better at managing, but you’re not really sure where to start. So, you just let it evolve and hope that you’ll keep making more money and it will all work out. However, since I started working with Tom all that has changed. I now have a greater grasp on my financial picture than ever before, and I actually have a strategy for getting my money to work for me, instead of it working for the bank. It’s also a ton of fun to know that I’m not helping the banks get fatter on my money!”
“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”
Tom Suvansri of Perennial Pride not only educated me on the idea of a whole life insurance policy, he also helped me realize the value and purpose it would serve in retirement and my family legacy. As a real estate investor, when I put this in motion, I couldn’t help but share the message with my friends and family so they too can put their family legacies in a better position to grow, sustain, preserve and leverage their wealth through whole life insurance policies.
It is rare to meet an insurance expert as great as Tom. His deep knowledge, relationships, access to amazing resources, his values, principles, level of care, and attitude all speak to his ultimate goal of creating, preserving, and protecting your family wealth and legacy. He is personable, patient, has a great sense of knowledge and most importantly has integrity and is trustworthy.
“Over the past couple years, Tom has worked with me to determine the best investment opportunities that make the most sense for my situation that will benefit my family over the long term. I feel more confident through working with him that my family is set up for financial security for the future.”
What is family banking?
Family Banking is a mindset and system used by generations of America’s richest families to think very differently about their wealth. Instead of investing in liabilities (like cars and homes), you invest in assets (like rental properties, businesses, and other assets that generate cash flow via ownership). Like any smart asset, you generate ongoing cash flow from interest while also building net worth through ownership. And like a bank, this system produces financing opportunities you now control.