Lakeridge, Virginia
Welcome, I'm Katrina Williams, an Authorized Infinite Banking Practitioner, Real Estate Investor, and author of Smart Money Moves, a practical guide to foundational wealth strategies.
At Bright Life Planning, everything begins with experience. My journey with the Infinite Banking Concepts (IBC) isn't theoretical - it's personal. I leverage multiple whole life insurance policies to grow my real estate portfolio, preserve liquidity, and keep my capital working. This isn't just what I teach - it's how I live.
I work with financially savvy professionals and investors serious about building lasting wealth. Whether you're optimizing cash flow, funding future investments, or creating a legacy for the next generation, I provide personalized strategies grounded in the principles of IBC and supported by real-world results.
My promise is simple: to serve with integrity, to provide clarity in a complex financial world, and to help you make confident, informed decisions that reflect your values and ambitions.
Let's build your legacy - with purpose, precision, and the long view in mind.
Located in: Virginia
Also licensed to practice in:
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