Architect Generational Wealth for Your Family & Business
Stop transferring your wealth to the government or market volatility. I help high-net-worth families and business owners implement the Rockefeller Method to build a tax-free private banking system that protects your legacy forever.
Why Traditional Planning Often Falls Short
Accumulation is only half the battle. True sovereignty requires addressing the three silent wealth eroders.
Tax Erosion
Without strategic structuring, taxes deplete wealth at every transfer point—leaving significantly less for your heirs.
Probate & Privacy
Traditional assets often face probate delays and public scrutiny. Your legacy deserves privacy and seamless transfer.
Market Volatility
Market downturns can devastate retirement timelines. We focus on building a volatility-proof foundation first.
Proven Strategies for Financial Sovereignty
We don't chase trends. We implement century-old wealth architecture.
The Rockefeller Method
A comprehensive framework combining whole life insurance with trust structures to create a perpetual family bank that funds generations.
Explore the MethodInfinite Banking Concept
Reclaim control of your capital. By becoming your own banker, you finance your own life and recapture interest that usually flows to institutions.
Learn How It WorksEducation First, Decisions Second
For Families
Secure your children's future and fund major milestones without relying on student loans.
Start PlanningFor Business Owners
Build accessible liquidity, protect key people, and create a tax-efficient exit strategy.
View StrategiesFor Agents
Join a team that values independence and education over quotas. Partner with Experior.
Join The MissionHave Questions? Ask The Fin Coach AI
I believe an educated client is an empowered client. Get instant, objective answers about the Rockefeller Method and Infinite Banking 24/7.