Securing Your Financial Future
Learn how to create a profitable system for maximizing your capital with the right wealth management services.
There are many paths to a secure a financial future. At Infinite Wealth, we empower families and business owners to create passive income and build wealth beyond Wall Street.
Our Process
We tailor our services to fit your unique needs and long-term financial goals. The following are two of the primary approaches our clients request:
- Product Selection. Many of our clients have very specific requirements and merely desire a product that helps them reach their outlined financial goals. We are happy to assist in product selection. Our insight can ensure that our clients’ portfolios remain robust and their insurance plans offer sufficient coverage.
- Walkway to Wealth. Those who prefer a more hands-on approach often opt for our Walkway to Wealth process, which involves between five and seven one-on-one meetings. During this time, we teach our clients The Principles of Prosperity™[AJFC1] , analyze their current situation in detail and devise strategies and products to help them reach their goals personally and financially.
Our Products
Life Insurance
Whether it is term or whole life insurance, whether you want to protect your family if something were to happen to you, create a legacy or you’re simply looking for a safe place to store cash, life insurance should be the cornerstone of your wealth.
Passive Income
No matter your age cash flow is important. We have investments in bridge loans and real estate that will pay you a monthly income fully collateralized by real estate. Some also have the potential for growth.
Growth
Growing your assets is important. That is why we provide investments that are not subject to the roller coaster of the stock market, real estate market or the economy.
Disability Insurance
A more fitting name would be income replacement insurance. Disability insurance ensures a continued stable income after you suffer a life-changing disability from illness or injury. Government disability applications get more complicated each year, and there’s never a guarantee of acceptance; disability insurance provides much-needed protection and peace of mind.
Long-Term Care Insurance
From nursing homes and assisted living facilities to at-home care, medical and personal care expenses increase significantly during the last few years of life. Many families do a great job building wealth, but they do not address the challenges that may occur later in life and how those challenges can affect their family and the nest egg they’ve built.
The main reason people do not plan for this risk is they think it’s too expensive and they might not even need long term care. We have solutions that can protect your wealth from the rising cost of long term care. Even better, if you don’t end up needing long term care, you do not lose the money.
Walkway to Wealth Process
The Walkway to Wealth is an integrated, five-step Prosperity Economics™ process designed to help you to expand your personal economy. The focus of the Walkway is to help you increase your confidence, enhance your cash flow, ensure your economic protection, and help you fully implement strategies that lead to accelerated prosperity.
Based on the 7 Principles of Prosperity™, this process combines education with strategies and step-by-step implementation guidance to help you realize your maximum prosperity potential. Following the steps of The Walkway to Wealth we strive to help you make each of your dollars do many jobs, as opposed to doing only one job.
Your Walkway to Wealth: The Five Steps
Step 1-EXPLORE
Explore the 7 Principles of Prosperity™ and learn how applying these principles can accelerate your abundance with certainty, by giving you an “opportunity filter” to measure financial steps you are considering taking, in order to determine if they match.
Step 2-ENVISION
Your personalized Prosperity Profile™ empowers you to envision a “big picture” view of your current personal economy. From this vantage point, the goal is to optimize your financial efficiency by applying the 7 Principles of Prosperity™ to every dollar on your Prosperity Profile™.
Step 3-EMBARK
Building on discoveries from steps one and two, take ACTION to improve your personal economy by implementing strategies YOU DO that are designed to enhance how your money works for you. We will help you see if a recommended strategy makes sense, numerically and objectively, using Truth Concepts™ software live, or over the web with you.
Step 4-EXECUTE
Use the 7 Principles of Prosperity™ to choose financial products that YOU BUY to complement ones you may already have, so that you may learn how each of your dollars can do many jobs.
Step 5- EXPAND
As you gain experience in applying the 7 Principles of Prosperity™ to your personal economy, your financial confidence should increase, your view of investments should expand, and your ability to recognize opportunities to improve your economy sharpens.
If your goal is to learn more about wealth management and take matters into your own hands, you’ll benefit greatly from the range of services and products provided by Infinite Wealth. To learn more about our unique offerings, schedule a complimentary consultation.
