Client Stories
How One Family Mastered Legacy Planning for Families Without Sacrificing Unity or Values
The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn’t expect just how meaningful the process would be. What began as a simple act of putting words on paper quickly became one of the most profound steps in her family’s legacy journey. The letters reflected…
Read MoreAlign Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive, just processing life and legacy—wondering aloud what it might look like for their children to live in their inheritance while they were still alive. Not just financially, but spiritually, relationally, and generationally. It was a…
Read MoreUsing IBC for Business, with Marcus Toal
Ever wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That’s exactly what our client, Marcus, shares in this enlightening episode about using IBC for business. Since 2017, Marcus has leveraged the IBC to support his ventures, from real estate and flipping properties to running two unique franchises –…
Read MoreWhy I Use Infinite Banking, with Wesley Smith
It’s time to showcase another client who’s building an Infinite Banking System for himself and his family. Meet Wesley Smith, real estate investor, business owner in the digital marketing space, husband, and dad. To find out why he’s been using Infinite Banking for the past 7 years, and how it’s helping him in his business,…
Read MoreHacking Your Wealth with Privatized Banking – A Client’s Story: Nnene Mbonu
Nnene Mbonu, a real estate investor and one of our clients, is hacking her way to wealth with Privatized Banking. Find out how in this episode. Nnene Mbonu has worked in the oil and gas industry for 18 years and seen the cyclical nature of the industry. After facing two layoffs in the span of…
Read MoreOne Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis
In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story. Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA. His…
Read MoreThe 401k Alternative You Deserve to Know About – A Client’s Story, Chuck Fahs
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real estate. Here’s a real-life example of using Privatized Banking as a 401k alternative. Why? To gain control, build wealth, and create protection for his family along the way. Where Does Privatized Banking Fit into the Cash…
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