We will assess your goals, financial situation, and discuss strategies to build your wealth & investments. Learn more below.
Are you ready to take control of your wealth?
Create a cash-flowing asset you can use as a vehicle for investments or retirement
We utilize the Infinite Banking Concept and Privatized Banking as a strategy for various purpose. Whether it's to provide retirement or build wealth as you fund deals or start-up, this strategy is a great way to take control of your financial future.
What we do
- Financial education of privatized banking, infinite banking concept, and strategies
- Full financial review to see where you are and where you want to be
- Help craft a strategy to help you start building wealth or increasing your financial velocity
Who we work with
- Real Estate Investors & Large Corporations
- Business Owners & Entrepreneurs
- Young Families & Professionals
Alex has a strong passion for helping others become financially literate, exiting the rat race, and achieving financial independence. Growing up in the hustle and bustle of a Hispanic New York City community and accustomed to living paycheck to paycheck like so many others, he was determined to strive for more. Financial stewardship was the goal!
From coaching his family and friends to colleagues as an NYPD Police Officer, he has been able to provide the foundation to climb the financial ladder for many lower to middle-class families. During his journey, he has been able to go from W2 employee to Real Estate Investor, to business owner. After learning about the Infinite Banking Concept and applying it to his life, Alex sprinted towards the wealth strategist role. His desire continues to be able to help others beyond his reach and change the financial experiences of all families across.