Blog

Customized asset-protection plans.

A variety of legal and financial tools are available to protect your assets from creditors, as well as from politicized government and financial institutions. These are commonly referred to as “Infinite Banking,” “Private Banking,” and other terms. They can utilize… Read More

Customized life insurance policies.

You will receive high-end, personalized expert assistance in meeting all your insurance needs related to estate preservation, estate equalization, business planning, legacy planning, and charitable giving. Competitive rates are available for men and women who represent a higher underwriting risk… Read More

Calling all BOLD COUPLES who are DONE GETTING BY

Angie Carlson | CALLING ALL BOLD COUPLES WHO ARE DONE WITH “JUST GETTING BY” You both know deep down you’re meant for MORE financial success. You’re not afraid to do what others won’t to have what others don’t. Let me… Read More

What I Thought Would Happen Was Different

by Angie Carlson | I didn’t survive a near-death experience to play small. Or to be so focused on what I might lose instead of everything I could gain. These are just a couple of takeaways I had after my… Read More

Dollars are the DEI hire of money.

By Mike MaharreyMoney Metals https://www.moneymetals.com/news/2025/02/07/the-dollar-the-dei-hire-of-money-003817?utm_source=250209-HDL-PN&keycode=250209-HDL-PN&utm_medium=email&utm_campaign=weekly_headlines Dollars are the DEI hire of money.Dollars identify as money, but, well…Why do people get so upset about mandated DEI (Diversity, Equity, and Inclusion) policies, anyway? Because they know that when a policy mandates a… Read More

How Money Nearly Wrecked My Marriage

by Tracy Latona | Let me paint you a picture. This story is one that’s close to my heart, and it goes like this: They thought love would conquer all—until money got in the way. They started out madly in love,… Read More

The Downside Of Doing Everything “Right” With Your Money

Angie Carlson | I talked to a couple, and my heart broke. They did everything “right” with their money:* Followed all of Dave Ramsey’s Baby Steps* Made smart money moves* Multi-million net-worth But they felt scared. They asked me:“What does… Read More

Estate Planning for Physicians: Why It’s Important and How to Get Started

From JD Supra: When you’re a physician, your life is defined by long hours, major responsibilities, and a focus on the health and well-being of your patients. Though dedication to your practice is commendable, planning for the future is likely… Read More

Three Things You Don’t Need on the Financial Journey in 2025

by Angie Carlson | Here’s what you DON’T need on the financial journey in 2025 Here’s what you DO need: Someone who can show you why things aren’t working and help you fix it fast. Let me tell you about… Read More

Ready to Make Money Stress so…Last Year?

Tracy Latona | Are you excited it’s 2025—or wondering if this year will just bring more financial “plot twists”? Let me tell you, 2024 was epic. As I reflected on God’s goodness, I was floored by what my clients achieved—not… Read More