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

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

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

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.

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.

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?

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.

Wealth Library

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

Our Blog

6 Investment Apps for Beginners

6 Investment Apps for Beginners

Looking for the best investing apps, as a beginner? Many of us have a lot of free time to learn some additional skills… so, why not learn about investing? There are many financing apps out there, but some just aren’t simple enough for those…

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7 Tools for Saving Money

7 Tools for Saving Money

Honey is a Google Chrome extension that will automatically find the best discount codes on the internet related to the website you’re visiting. It’s a great tool that will surely save you money if the opportunity is there.

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Tips to Save Money Each Month

Tips to Save Money Each Month

Saving money… it’s something we all want to do, but also something not many people truly know how to do. Even if you’re only saving a small amount each month, it builds up and the worth becomes apparent more and more.

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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.

Get In Touch

(713) 493-7528

Location

13910 Champion Forest Drive
Suite 102
Houston, Texas 77069

Email

info@upplanningedge.com

Open Hours

Mon:10am - 5pm
Tue: 10am - 5pm
Wed: 10am - 5pm
Thur: 10am - 5pm
Fri: 10am - 3pm
Sat: Closed
Sun: Closed

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