Erica Neal

As a wealth strategist, I work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies. Education is the foundation of our relationship with clients. We teach the Infinite Banking Strategy and how to create cash flow from multiple asset classes. Understanding all of the options allows our clients to find what fits their needs best.

We understand that real estate and business savings can vary year to year and that having your money accessible to fund your business is vital. Our strategies allow entrepreneurs to create leverage within their savings to enhance their returns, lower risk, be more tax efficient, and best of all…recoup interest being paid to outside financiers.

For pre-retirees, working your entire life to save enough money has been a primary goal. Now that you’re looking into retirement, how will you flip the switch to make your money work for you? Erica specializes in creating lifetime cash flow while protecting against market crashes and creating generational legacy.