16520 Landen Forest Ln
Davidson, North Carolina 28036
❤️ My family and I are forever thankful to R. Nelson Nash.❤️
As a truly insightful and generous person, his training and tutoring provides us with the clarity we need.
There is a huge responsibility for delivering effective wealth and cash flow strategies for families and businesses.
It starts with understanding how U.S. Banking works, how a Grocery Store prospers and by Thinking Long Term: opportunities will then present themselves.
Does your current cash flow and wealth creation strategy work for you to maintain on-demand cash access or is it a collection of best guesses and a cobbled collection of financial products that require unsupported customization and a lot of self-maintenance?
Are your wealth strategies solutions based on 10 years? 20 years? Or 100 years if needed?
Are your current strategies secure in U.S. institutional accounts favorable to generational wealth strategies?
If your answer is no, or maybe you have thought … “I’ll never be able to understand all this or my work benefits, stocks and bonds, real estate holdings and/or business ownerships have me covered …
then I have some good news because there is a better way to manage the underlying goals of financial freedom and is easier than you think…
For 10 years now, I have used privatized banking concepts that illustrate the value of “Thinking Like A Banker”. To date, the ease of the strategy is it’s success.
What matters …. Thinking Like A Banker; Capitalize Early and Often…and Think Long Term.
Results people experience working with me … Honesty.
About me … I like to leverage my experience and training in banking, insurance and real estate to collaborate on proactive solutions. I also like cooking healthy flavorful meals for my family … currently working on Abuelita-inspired tamales.
In business we all have expectations, here’s what to expect from me:
✅ Clarify as well as simplify the complicated
✅ Collaborate as we customize a solution together.
✅ Trust in Full Disclosures and Integrity
✅ Training on best practices with Strategic Processes
✅ Easy to work with and will be an Advocate for Your Success
If you feel a connection, let’s chat. I guarantee to offer some value on the first call – no strings attached and we may enjoy learning about one another!
Just to be clear: I’m not a lawyer, nor a tax guy, not an accountant, nor a financial advisor…
I am an Authorized Infinite Banking Practitioner.
I am a Financial Growth Consultant.
I invite you to connect with me.
>>> Time is Precious <<<
Fill in the form below and let’s get started
Located in: North Carolina
Also licensed to practice in:
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