The Infinite Banking Concept® is based on the premise that if the typical individual or business has the ability to perform the banking function, they will recapture the volumes of interest traditionally paid to other financial entities. IBC offers a way to conveniently manage cash-flow while maintaining access and control, as well as conservative, consistent, long-term growth.
I'm passionate about working with individuals, families, and businesses to create a legacy that passes from one generation to the next. A legacy is certainly more than wealth and assets, but it's important and a good place to start. My goal is to safeguard the assets you work hard to accumulate and the dreams you strive to achieve for the future, so they will pass to the next generation and beyond.
As an Authorized Practitioner of Infinite Banking Concepts®, I work with business owners to maximize cash flow and mitigate risks. My focus is on accumulation strategies for reducing dependence on debt and shifting the emphasis to self-financing. That includes buy-sell agreements and other strategies for business succession with an emphasis on partnerships and family businesses.