When it comes to wealth planning, most assume you must sacrifice today in order to prepare for the future: NOT TRUE!!
- You CAN start building wealth today that does not affect the investments of tomorrow!
- You CAN create assets that produce passive monthly income!
- You CAN take control of the banking process AND of your pride’s future!
Your family’s financial stability shouldn’t be left to chance.
Take comfort knowing we’ve been there!
After chasing down the corporate dream, we realized it fell short in the pursuit of happiness and security. Continuing to stay on the traditional path meant giving up control. Then we discovered the family banking system, a proven financial approach that gave us not only cash flow and financial freedom, but security too.
We did it for our family and we’re ready to show you how to do it for yours too.
The Hunt For A Better Future Is Just Three Simple Steps Away!
Step One: Schedule A Call
We talk through what’s going on in your financial life and how we can help.
Step Two: Strategy Session
We take a deep dive into your entire financial life to see how infinite banking can change your legacy
Step Three: Enjoy Freedom
Once qualified, you are set up for the long-term security your family deserves.
Don’t Believe Us? Listen To Our Clients Roar…
“Tom has been a tremendous thought partner and advisor for several years. Under his guidance we have improved protection of our hard-earned assets, diversified our portfolio and we are strengthening our financial plan in the short and long term. Most importantly, Tom’s integrity and dedication to our best interests is unquestioned.”
“Personal finances are always on that list of things you want to get better at managing, but you’re not really sure where to start. So, you just let it evolve and hope that you’ll keep making more money and it will all work out. However, since I started working with Tom all that has changed. I now have a greater grasp on my financial picture than ever before, and I actually have a strategy for getting my money to work for me, instead of it working for the bank. It’s also a ton of fun to know that I’m not helping the banks get fatter on my money!”
“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”
Tom Suvansri of Perennial Pride not only educated me on the idea of a whole life insurance policy, he also helped me realize the value and purpose it would serve in retirement and my family legacy. As a real estate investor, when I put this in motion, I couldn’t help but share the message with my friends and family so they too can put their family legacies in a better position to grow, sustain, preserve and leverage their wealth through whole life insurance policies.
It is rare to meet an insurance expert as great as Tom. His deep knowledge, relationships, access to amazing resources, his values, principles, level of care, and attitude all speak to his ultimate goal of creating, preserving, and protecting your family wealth and legacy. He is personable, patient, has a great sense of knowledge and most importantly has integrity and is trustworthy.
“Over the past couple years, Tom has worked with me to determine the best investment opportunities that make the most sense for my situation that will benefit my family over the long term. I feel more confident through working with him that my family is set up for financial security for the future.”
What Is Family Banking?
Family Banking is a mindset and system used by generations of America’s richest families to think very differently about their wealth. Instead of investing in liabilities (like cars and homes), you invest in assets (like rental properties, businesses, and other assets that generate cash flow via ownership). Like any smart asset, you generate ongoing cash flow from interest while also building net worth through ownership. And like a bank, this system produces financing opportunities you now control.