Private Wealth Strategies
Growth without Wall Street risk.
Fully-backed private commercial lending and joint venture opportunities provide growth and income for you and/or your business, while always protecting your principal. The perfect complement to The Infinite Banking Concept®
Defer Capital Gains
Keep more of what you earn.
Offset and/or defer capital gains tax and depreciation recapture on highly-appreciated assets, including stock, crypto, real estate, and businesses. An excellent solution to preserve value, dissolve partnerships, and maximize income from the sale of assets.