Our retirement planning edge is that we show you how privatized banking really works (the ultimate cash flow system). We help you avoid transferring money away unknowingly and unnecessarily, and give that money back to you for a solid retirement.

“Because choosing the right adviser is as critical a decision as choosing the right plan, not only would I recommend the Infinite Banking plan as a wealth building strategy but I also would highly recommend Clay as your personal Infinite Banking adviser.””
— LARNELL NOLAN
 
“Two weeks after Harvey, because of my own Banking system, I was back on my feet. I am very sure that had I not opened my Banking system I would still be waiting on some type of help.””
— PEDRO VERA
 
 

We all have different amounts of wealth and all want the same thing—for it to grow.

Most of us look to our financial advisor for advice, but there are some strategies they may not be telling you about that could be costing you a lot of money at retirement.

 

Did you know you actually have 3 types of money?

 

Accumulated money is money you currently have and are saving. Lifestyle money is money you spend to enjoy your quality of living. Transferred money is money you may be transferring unknowingly and unnecessarily. (Some examples of transferred money are taxes, interest on credit cards, home mortgages and car payments.) Our goal is to help you avoid those transfers without changing your current lifestyle, and to put that money back into your pockets where it belongs.

Watch the Circle of Wealth video below to learn more about the 3 types of money.

 
 
Photo by baona/iStock / Getty Images
 
 

Let’s find the money together.

We will introduce you to the Infinite Banking System (IBC) and the Private Reserve Strategy (PRS)—by implementing these concepts and tools, you will free up money to invest into your accumulated assets, thus making your retirement more solid and without higher risk.
 

 
 
“Clay has exposed me to another vehicle for saving, planning, and protecting our money. Clay is a creative thinker and is always there when you need him. Thanks Clay!””
— SCOTT MOSBY, DDS, PC