Our Testimonials

For 34 years, we have helped families across the nation build solid, low risk retirement plans. Here are a few of their experiences working with our team:

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.
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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....
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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.
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As a small business owner, I am constantly looking toward my future. I understand the importance of planning ahead and making good investments. I met with financial advisors, we discussed my goals and expectations and initially I felt I had secured several high quality investments, until I met Clay. His strong experience and investment tools were able to break down these investments individually and gave me the true worth of each. His assistance did not stop there—he presented solutions that resolved my issues with those initial investments. I now truly know my investments. My experience with Clay was great; his honesty and investment products have made a strong impact on my portfolio. M. KING HARDY, DDS, PA HUMBLE, TEXAS
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Clay Campbell has been respected by the Skero family for twenty-five years. Clay and his family have always taken care of our family. Clay is a man of integrity and faithfulness. My father Larry Skero Sr. originated our family business in the Kingwood area in 1983. As the oldest son, my father and mother have taught me to be faithful and committed to our family business. One of the reasons I consider Clay a personal friend is that he has the same values we practice in our own lives. I want you to be convinced of this. If Clay represents you in your personal matters of this life, he will take great care of you. He is a conscientious kind
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The Infinite Banking plan is a unique wealth building strategy that requires a person to become educated on topics that you typically won't find via main stream personal finance channels. Because this plan is based on a little known, unconventional means of constructing a whole life insurance policy, each policy natively offers several interconnected variables that need to be tailored to meet the unique circumstances of each person's financial situation.
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New concepts present challenges to those of us who are used to doing things a certain way, which often means “the same way I’ve always done it.” It takes a very patient person knowledgeable in his or her subject matter to get those concepts across until the client reaches that “aha!” moment when everything falls into place.
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After spending the last 34 years as a field auditor in IRS’ LB&I (Large Business & International) division, I retired in January of 2013. Looking towards retirement in 2011, I began trading stocks and options through a discount brokerage account. Then, in late 2012, one of my investment advisory newsletters began a series of articles about a unique savings vehicle called IBC (Infinite Banking Concept). Those articles and my heightened curiosity lead to further in-depth research. This included several articles and books. It also included telephone interviews of other IBC-oriented insurance agencies. As a result, not only did I decide to purchase an IBC policy to protect myself and my family, but am planning to sell the same because of
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We've always heard about the different types of insurance products and always viewed them as a "cost" with no (or lousy) returns. We became friends with Clay and immediately liked and trusted him. He never talked about his business unless you asked about it. He showed us how to make sound financial decisions that differ from what conventional wisdom teaches and the benefits of taking control of our future.
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As a small business owner we established a relationship with Mr. Clay Campbell that, with his investment expertise and guidance through MTL, has resulted in a significant increase in productivity for our business. We basically have our own bank from which we can borrow against our own investments resulting in immense savings in interest, and we have no need to go through a third party for additional funding every time we need to increase our inventory or make big purchases.
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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.

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) 484-9515

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

Location

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