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Jack Carlson

Wealth Strategist

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We will assess your goals, financial situation, and discuss strategies to build your wealth & investments. Learn more below.

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Privatized Banking

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

About Me

Jack grew up in rainy Bellevue, WA and beginning at the age of 5, he had a passion for numbers and stats. He would routinely wake up at 6:30am to pick up the newspaper and dissect the sports page. He continued in that passion attending University of Arizona and earning a finance degree in 2016.

Following graduation, he led a global mission’s team in East Asia for two years, ministering to college students in a “small town” of 7 million. Upon return, he married his co-leader, Izzy. Early in 2020, he connected with Jonathan Wield and his current journey with Unbridled Wealth began. Despite having a finance degree, work experience at Morgan Stanley, and being a Dave Ramsey financial coach, Jack realized there was much that is hidden from everyday people in the world of personal finance. Specifically, the power of the Infinite Banking Concept (IBC).

A teacher at heart, Jack loves bringing clarity and transparency to the topic of money and helping people see the big picture of their finances. His mission is to help clients grow in financial knowledge and confidence so they can control and steward their wealth for impact and enjoyment. He now lives in Tucson, AZ with his wife Izzy, and daughter Penelope. Some of his favorite things are going on walks with his girls, playing softball, reading, bird-hunting and serving at his church.

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