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.
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.
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
Retirement
Learn the Most Powerful Way to Grow Your Money, so You can Invest in Real Estate and other Assets Quickly.
Resources
Videos
Make sure to visit our video library to take advantage of some great content that will change your life.
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
What’s the Best Mortgage Option for You?
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...
Why I’m the Top Choice for My Clients
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...
Creating a Model for Your Personal Finances
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...
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.