An Intentional Approach To Building, Protecting & Multiplying Wealth In The New Economy

Discover the mindset & strategies of the wealthy and learn wealth building strategies you won’t find via mainstream personal finance channels.

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The 3 Types of Money

Accumulated Money: Money your saving for retirement and future use. Examples are money your putting to the side for a real estate investment, your 401k, your IRA or your home equity.

Lifestyle Money: Money your using on a daily basis for food, gas and entertainment.

Transferred Money: Money your giving to the government and financial institutions like the bank. Example are taxes, credit card interest, home mortgage and car payments.

Watch the Circle of Wealth video to learn more about the 3 types of money.

Client Testimonial

I wanted to say thank you for what you did for my parents. Before I heard about you I had been turned down quite a few times when I applied for a loan. There house is worth over a million dollars, but they didn’t have the income. My dad is 87 and my mom is 84 and bedridden. We were about to sell the house. With your hard work we didn’t have to. We now have an income that is paying the bills. I don’t know how I can thank you enough. 

– Steve Forson

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Client Testimonial

Finally, I have a valued and trusted professional to help guide my clients in the evaluation and selection of life insurance and its unique role as a vehicle to preserve wealth from the dual predations of litigation and taxation….

– Richard Epley PHD

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Client Testimonial

On June 19, 2017, I opened my Bank before going on a vacation. On August 25, 2017, Hurricane Harvey devastated the Houston Texas area. I was among those who lost everything. I called Mr. Campbell and told him that I was going to need a loan. I got my loan within two days. I was able to get a car and rent an apartment. I did not have to go through any credit check or co-sign. Two weeks after Harvey, because of my own Banking system, I was back on my feet. I am very sure that had I not opened my Banking system I would still be waiting on some type of help.

– Pedro Vera

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Life Insurance

Imagine a life insurance policy giving you full control of your assets. Many of us go “the easy way” by investing in traditional policies we see others doing, but here at Up Planning Edge, know a better way to invest in life insurance.

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Real Estate

We hear people say everyday “I should’ve invested in real estate a long time ago.” Why? Because they see so many others benefitting from this kind of investment, and the outcomes are always extraordinarily convenient. Those are many ways it benefits you, but most importantly… it brings you freedom and control.
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Retirement

Many of us are investing in a retirement plan, without really even knowing what we’re doing. We give into what our employer offers, or choose a plan that we see others doing. What if there was a better way that truly set you up for success? Not only for your time of retirement, but for any time you need it?
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Learn the Most Powerful Way to Grow Your Money, so You can Invest in Real Estate and other Assets Quickly. 

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Resources

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Videos

Make sure to visit our video library to take advantage of some great content that will change your life.

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Articles

Make sure to visit our articles library page to find some amazing information regarding our wealth plan.

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Wealth Library

Make sure to visit our recommended books page to find our top selection of financial education titles.

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Our Blog

What’s the Best Mortgage Option for You?

What’s the Best Mortgage Option for You?

May 20, 2023

If your assumptions about mortgages turned out to be false, when would you prefer to find out? It's probable that you'll spend more money on your place of residence than anything else in your lifetime. As a result, the potential for unknowingly and unnecessarily...

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Why I’m the Top Choice for My Clients

Why I’m the Top Choice for My Clients

May 20, 2023

If you've ever worked with a financial advisor before, you may have noticed that the focus of the conversation was often on how much money you have, where it's invested, and how they can find better products to earn a higher rate of return. However, this singular...

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Creating a Model for Your Personal Finances

Creating a Model for Your Personal Finances

May 20, 2023

For a lot of individuals, the phrase "401k" is equivalent to retirement planning and may even be the only form of preparation they have done. These plans are frequently offered by employers as part of a benefits package and if you have one, the majority of your...

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Building Wealth Outside Wall Street.

This 150 year old strategy has been implemented by the Rothschilds,  Rockefellers, JC Penny, and Walt Disney, but most average individuals and families have never heard of it.

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