Providing Progressive Banking and Healthcare Strategies
Based on the Infinite Banking Concept, recover the interest and fees that traditional banks charge while creating tax free wealth.
Save 40 to 60% on an ACA exempt comprehensive health coverage. You can enroll all year.
Discover how an Index Universal Life Insurance policy provides proper structure, market protection, and tax-free income.
Discover how the Index Universal Life can be a better option than plans like the 529. Let us enroll your child into the SAGE Scholars Tuition Rewards Program.
9611 Brookdale Dr., Suite 100, PMB 179, Charlotte, NC 28215
980.219.7880 or 704.572.0311
Monday - Friday: 10am - 5pm
Saturday: By appointment