Meet the Founders
Watch this short video to get to know the Money Insights founders and hear their story.
What is an F3 Score?
This short video will give you a better understanding of what the F3 assessment is all about and how it can help you reach your financial goals.
START YOUR F3 ASSESSMENT HERE:
The Financial Freedom Factor (F3) Assessment: See how your finances stack up
The F3 assessment is a quiz that has been strategically designed to not only help you get a high-level understanding of where you are along with the roadmap to wealth but also to help you determine the action steps that need to be implemented in order to take things to the next level… and ultimately to move from high income to high net worth!
Get Our 'Money Insights for Physicians' eBook FREE Upon Assessment Completion
Designed for Physicians, Learn the Alternative Investing Strategies Guaranteed to Help You Obtain Your Financial Goals.
- Turbo charged tax-free opportunity fund for alternative investing
- Safe and predictable
- Invest money in multiple places at the same time
- Tax-free income producing machine
- Highest possible income with fewest dollars
- Brings “conservative leverage” into retirement planning
- Create an entirely new asset using leverage
- Retain more capital for investing
- Liquidity for estate preservation
THE MONEY INSIGHTS METHOD
HOW we help you move from high income to high net worth?
STAGE 1: DISCOVERY AND EDUCATION
STAGE 2: STRATEGIC DESIGN
STAGE 3: IMPLEMENTATION
STAGE 4: COLLABORATION
"I worked with Rod on designing one of my policies. Rod ran multiple options for me, answered all my questions, and explained things very well. It was a great experience. Always work with someone you know, like and trust! Rod, Christian and team are one of the best!"
"Rod & Christian provided me tremendous value in structuring and refining my insurance policies to maximize utility and cash value. Their knowledge has been unrivaled in my experience."
"This team is honest, responsive and professional. They are great at explaining concepts and are far from pushy. They have been a pleasure to work with"
Book a Demo
Learn how we can help you accelerate the wealth-building process. Call us today to schedule your free consultation at 1-801-642-4924.
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For more information about how Money Insights processes your personal data, please view our privacy statement.
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Meet the Founders of Money Insights