DYNAMIC WEALTH-BUILDING STRATEGIES FOR PHYSICIANS

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

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What is an F3 Score?

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START YOUR F3 ASSESSMENT HERE:

 

The Financial Freedom Factor (F3) Assessment: See how your finances stack up

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Money Insights Personal Finance For Physicians

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.

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Investment Optimizer:

  • Turbo charged tax-free opportunity fund for alternative investing
  • Safe and predictable
  • Invest money in multiple places at the same time

Retirement Accelerator:

  • Tax-free income producing machine
  • Highest possible income with fewest dollars
  • Brings “conservative leverage” into retirement planning

Wealth Maximizer:

  • 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

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.
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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.
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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.

"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 & 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

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