Smart Investing Made Easy

Planning for a tax free, guaranteed income and
safe money investing

Our Services

Take control of your financial future by generating more wealth, paying less tax and protecting your money.

Infinite Banking

The Infinite Banking Concept (IBC aka privatized banking) is about saving your money in a smarter more tax efficient manner than using a traditional bank or credit union ...

Long Term Care

Seventy percent of Americans who reach the age 65 will need long term care at some point - but few are prepared to pay for it ...

life insurance

Cash value Life Insurance can be used as an asset in a diversified investment strategy or as a hedge in an investment plan. It is a flexible financial tool  often misunderstood by the general public ...


Thanks to the Pension Protection Act of 2006 (PPA) annuity -based products funded with after-tax  (non-qualified NQ) money receive distinct tax advantages. Qualifying LTC expenses are distributed tax free ...


Our mission is simple

Helping you protect yourself
and your loved ones
while building tax free wealth.

Four Secure Financial Strategies


Should work regardless of market conditions. Yearly growth. Never lose money.


Liquid cash. Easily accessible. Can be used for whatever you want.


Your money is private and protected from loss. Protected from creditors, lawsuits, bankruptcy.


Tax-free use of money now and in retirement. No tax reporting. Reduce taxes while increasing spendable cash flow.

The Core Benefits Advantage

What sets our strategies apart are the guarantees they give you and the solid foundation of real results that you can see.
Simple and safe are the best ways to describe our strategies. You’ll learn about time-tested financial principles, then get clear, exact steps to put those principles into action in your life today. Like a professional guide, we focus on the outcome you want.
We help you take a direct look at your wealth and help you fully understand where you are today, where you want to go, and what it will take to get there.

Client Testimonials

“My family and I couldn’t be happier with your service, which is why I often recommend your name to others.  Based on the frequency my wife and I have worked with you over these past few years, we think of you more like family ...”
“He is patient and understanding while explaining how to build capital and become your own banker with the Infinite Banking vehicle, especially with those of us who do not possess an overabundance of financial savvy ...”
“Lawrence went above and beyond every step of the way! Not only is he a phenomenal resource, but I've never felt that someone was so genuinely invested in my success. ..."

Are you ready to maximize your wealth potential?

Stop following the financial status quo. Change direction.
There’s a better way to save and invest your money.