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!
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!
Wealth Building Strategies
The safest way to leverage your way to wealth.
Add another layer of profitability to your investments.
The most effective strategy to maximize retirement income.
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
STAGE 2: STRATEGIC DESIGN
STAGE 3: IMPLEMENTATION
STAGE 4: COLLABORATION
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!"
"Rod and Christian continued to show support and encouragement. And I felt comfortable asking really basic questions about the whole premise."
"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"
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.
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Meet the Founders of Money Insights