top of page
If you could fund your daily operations, set aside money for large expenditures and emergencies, finance the future growth of your business, and save a substantial tax free amount for retirement, all while operating your business and life on a mostly debt free basis, would you want to learn how?
WHAT WE DO
WHY WE DO IT
We are Certified Infinite Banking Practitioners. We help people to create and protect multi-generational wealth. It is our core belief that every individual, family, and business should be able to comfortably save and invest.
We have nothing against traditional equities like stocks, mutual funds, or exchange-traded funds, we simply believe that you deserve to be the pilot of your wealth building plan. As we like to say, better wealth means better life.
The Infinite Banking Concept was built with people like you in mind. It allows you to have more control over your finances, pay less taxes, and build more wealth for now and for the future. It's never too late to get started and the earlier you begin, the more wealth you can accumulate.
Ask us how you can build the Control, Liquidity, Use and Equity (CLUE) of your hard earned money.
LATEST BLOG POSTS
Check back often for insightful articles covering legal matters, ID theft, financial wellness, and networking tips.
WHAT PEOPLE SAY
"Before Pat set me up with legal protection for my business, I delayed seeking answers to questions on legal matters because I knew it would be a huge expense or lengthy runaround. Now, when I have a question, all it takes is a quick call or email. It's been a huge weight lifted!"
— Karen A. from McMinnville, OR
bottom of page