In 2015, a career entrepreneur with 15 successful startups under his belt, met with a wealth advisor who had, in 35 years, delivered over $1 billion in cash-value life insurance to clients. Their discussions quickly turned toward strategies for creating generational businesses and family legacies, motivated by a desire to leave the world in a better place.
They had arrived at the same conclusion:
“We need to reimagine the way we think, talk, and innovate around the topic of wealth…and help people discover the truth about money.”
This discovery process yielded an alternate solution to the ineffective banking system we currently have. Today, they are leveraging their years of uncommon experience and expertise to place the power of personal banking back into the hands of the rightful owners. Their collaboration provides expertise in generational wealth strategies, value-building business finances, succession planning, and a valid response to our student loan crisis.