DYNAMIC WEALTH-BUILDING STRATEGIES FOR HIGH INCOME EARNERS

Take the Financial Freedom Factor (F3) Assessment and discover how to move from high income to high net worth!

What is an F3 Score?

The F3 assessment is a 7-minutes assessment that has been strategically designed to not only help you get a high-level understanding of where you are along the roadmap to wealth, but also help you determine the action steps that need to be implemented in order to take things to the next level. Click to watch this short video that will give you a better understanding of how the F3 Assessment can help you reach your financial goals!

Begin Your F3 Assessment Here!

 

F3 Report

The F3 Assessment: Discover how to move from high income to high net worth! 

The F3 assessment is strategically designed with questions to assess your unique situation. Upon completion, you will receive a custom report with insights and action steps to take things to the next level! 

Designed for Physicians

Our Dynamic
Wealth Building Strategies


Capital Avalanche:

The safest way to leverage your way to wealth. 

Investment Optimizer: 
Add another layer of profitability to your investments. 

Retirement Accelerator:
The most effective strategy to maximize retirement income. 

Wealth Maximizer:
Exclusive strategy designed for high net worth individuals. 

The Money Insights Method

How we help you move from high income to high net worth:

STAGE 1: DISCOVERY AND EDUCATION

Education is the key to everything we do. We provide valuable web content focused on a variety of financial strategies designed to build and protect wealth. We then learn about the individual and their goals and objectives to match up the optimal strategic approach.

STAGE 2: STRATEGIC DESIGN

Every strategy is designed to maximize return and minimize costs. And, because we can’t predict the future, flexibility is a core principle in strategically designing a solution. All of this to achieve the goals and objectives identified in Stage 1.
Z

STAGE 3: IMPLEMENTATION

We work together to execute the plan, taking lead with the insurance companies and any other parties such as third-party administrators and banks. In many cases, we coordinate with the client’s other professionals (attorney’s, CPAs, etc.) to fit our strategies within the overall financial picture.
w

STAGE 4: COLLABORATION

With the plan in place, we employ ongoing collaboration to keep the strategy fresh and make corresponding adjustments. We make ourselves available for support on an as-needed basis, and will reach out at least once a year for a regular review.

Hear What Our Clients Are Saying

"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!"

Eric Schultz

"Rod and Christian continued to show support and encouragement. And I felt comfortable asking really basic questions about the whole premise."

Marnye Moore

"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."

Chris Larsen

"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"

Chet Tharpe

Schedule a Call

Learn how we can help you accelerate the wealth-building process. Call us today to schedule your free consultation at 1-801-642-4924.

The personal information we collect is used for the purpose for which it was provided to us, and will never be sold or shared. We endeavor to keep your personal information secure with appropriate level of security and will keep for as long as required for legitimate business or legal reasons. We will then delete it safely and securely.

For more information about how Money Insights processes your personal data, please view our privacy statement.

*Indicates a required field.

Contact Us

3 + 6 =