🌅Legacy.
It’s not just about what you leave behind — it’s about what you build into the next generation.

When people hear “generational wealth,” they usually think of trust funds, real estate empires, or massive investment portfolios. But there’s another … Read More

🕶️We’re six months into the year.

Some people are on track.
Others are behind.
And some are realizing they never actually set clear financial goals in the first place.

Wherever you’re at — there’s still time.

This isn’t about catching … Read More

🎓 Most people spend the first 20 years of their life learning how to make a living—but not how to build wealth. You might have studied algebra, Shakespeare, or U.S. history… but chances are, no one taught you how … Read More

Spring cleaning isn’t just for closets and garages. It’s also a powerful time to reevaluate how you handle money — what’s working, what’s not, and what habits are quietly draining your financial potential.

Here are three outdated money habits worth … Read More

Planning for a child’s or your own college education can often seem overwhelming, with numerous options and decisions to make. Navigating the complexities of financing this significant investment in one’s future demands careful consideration and strategic planning. While the conventional … Read More

Article by Jason K Powers

There is a thought process out there that, quite possibly, has limited the achievements of mankind more than any other, and it is dubbed, “The Arrival Syndrome.” 

When I first heard about this, I think … Read More

Nelson Nash, the man who coined the term Infinite Banking Concept, talks about 5 human problems, or psychological pitfalls, that we all must overcome in order to have a disciplined financial plan. Overcoming these pitfalls is paramount to … Read More

Over the years, I have met hundreds of real estate investors, and in talking with them, I’ve heard hundreds of reasons as to why they have gotten into the industry.  Great Wealth. Passive Income. Greed. To Support a Family. Replacing … Read More

It has been said that, “Procrastination is the grave in which opportunity is buried.” ^*  I’ve spoken with countless people, and an overwhelming majority have what is perhaps a well intended thought that, some day, when I’m ready, I’ll start.  … Read More

What would change in your real estate investing business if you didn’t have to pay the 7-12% interest and points to a lender?  
What would change in your financial life, if you never had to borrow from a bank again, … Read More

We are Private Banking System experts who design personalized strategies for INDIVIDUALS, FAMILIES, BUSINESSES & NON-PROFITS. Through education, conversation and discovery, we craft custom strategies for our clients using the Infinite Banking Concept (IBC). We show businesses how to restructure … Read More

The average household in the United States currently carries a debt of $137,000, which is a staggering amount. For context, the median debt in 2000 was only $51,000. 

Here in America, we’re taught to finance our cars and our homes. … Read More