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Accountant

GAINING FINANCIAL FREEDOM

Financial Freedom, or Infinite Banking as it is professionally known, is a concept sought out by individuals of all ages. It is a commonly practiced strategy that allows you to manage your finances without relying on traditional institutions. 

We know first hand that money is difficult to come by and it rarely gets easier as you age or expand your family. Our strategy allows you to save up cash reserves for large expenditures in your future with much more flexibility than from a traditional lender. You could be saving for that new car you've had your eye on, your daughter's dream wedding, or retirement. The possibilities are endless.

Practicing Infinite Banking promotes a lifetime of disciplined saving and prudential avoidance of government-sponsored retirement accounts and their heavy rules. If you could maintain or improve your lifestyle while saving money for large expenditures and emergencies, and live life on a mostly debt free basis, would you want to learn how?

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DEFENDING YOUR IDENTITY

We're online now more than ever. The harsh reality is that your private information can be stolen and your personal reputation damaged in an instant. Rather than stressing out or leaving it up to chance, our team of experts can proactively arm you against cybercriminals and scammers. You can even stay up to date with your credit score and easily contact licensed private investigators 24/7 through the mobile app or website, giving you peace of mind. 

What might this plan include?

  • Credit Bureau Monitoring

  • Privacy Management

  • Financial Account Monitoring

  • Reputation Management

  • Reputation Score

  • Public Records Monitoring

  • Cyberbullying Consultation

  • Social Media Monitoring

  • Identity Threat Alerts

  • Internet Dark Web Monitoring

  • Lost Wallet Consultation

  • Unlimited Consultation and 24/7 Emergency Support

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PROTECTING YOUR FAMILY

Every day is a new adventure and we never know what tomorrow is going to bring. While no one can avoid all stress,  you can manage it by ensuring you're prepared for any situation life throws at you. Our legal experts are prepared to consult with you on a variety of topics. Let them guide you through your teenager's first speeding ticket, matters concerning family law, and sensitive estate planning, to name a few.

What might this plan include?

  • Consultation and advice from legal experts

  • Trial defense representation

  • Home business supplement

  • Review and feedback on personal legal documents

  • Traffic ticket assistance

  • Preparation of Will/Living Will/Power of Attorney

  • 24/7 access to an attorney for emergency situations

Services: Personl Financial Freedom
Services: Personal Identity
Services: Personal Legal

ARE YOU STRESSED ABOUT ALL THE POSSIBLE "WHAT IF'S"  IN LIFE?

You're a hard-working and dedicated community member with personal and professional goals. At the same time, you're a human being terrified of your vulnerability. 

What if I can't save enough to retire on time?

What if my identity gets stolen and my credit is abused?

What if I can't get a bank loan?

What if I get a speeding ticket?

These concerns are all valid and every one of us faces them, but they don't need to overwhelm you. 

Read below to see what we can do for you!

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

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