Many of us are investing in a retirement plan, without really even knowing what we’re doing. We give in to what our employer offers or choose a plan that we see others doing.


According to Federal Reserve Survey of Consumer Finances, the average household approaching retirement has around $111,000 in their retirement accounts, equaling out to about $500/month.

Not only does that not sound ideal, but we’re also most of the time investing in an unpredictable stock market that can turn on us at any time.

We’re here to tell you that you don’t have to risk your money in order to watch it blossom.

Imagine a retirement fund that is completely under your control. Wouldn’t that be great? Well with the Infinite Banking Concept, it’s 100% possible. We see it with our clients everyday, and we can help you too.

With the Infinite Banking Concept, you’re literally creating your own bank to manage. And unlike the other methods, this way is completely under your control. You’re not limited to just retirement money – this is YOUR bank.

If you’re interested in educating yourself on a new way to manage your finances that can truly take your financial freedom to the next level (unlike all those traditional methods), contact us to learn more.


Click the button below to go to my calendar and pick a spot so that I can make myself available to help you better understand what this course can do for your life!




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



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.

Did you know there are actually 3 types of money?

Accumulated Money is money you currently have and are saving.

Lifestyle Money is money you spend to enjoy your quality of living.

Transferred Money is money you may be transferring unknowingly and unnecessarily. Some examples of transferred money are taxes, interest on credit cards, home mortgages and car payments.

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

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…

read more
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.

read more
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.

read more

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) 484-9515


13910 Champion Forest Drive
Suite 102
Houston, Texas 77069


Open Hours

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


Click Here For Directions

Send A Message