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The Third Wealth Principle: Stewardship Over Status

The Third Wealth Principle: Stewardship Over Status

This is designed to challenge your perspective on money, purpose, and kingdom legacy. We're not just talking about how the ultra-wealthy manage money — we're diving into how they see money. And frie... ...more

Tax Free Wealth

August 25, 20252 min read

Welcome to the August Series: Faith, Finance, and Legacy

Welcome to the August Series: Faith, Finance, and Legacy

This is designed to challenge your perspective on money, purpose, and kingdom legacy. We're not just talking about how the ultra-wealthy manage money — we're diving into how they see money. And frie... ...more

Tax Free Wealth

August 12, 20252 min read

The Overlooked Legacy: How to Build a Smart Business Succession Plan

The Overlooked Legacy: How to Build a Smart Business Succession Plan

In the world of leadership and enterprise, we often plan for growth, scale, and impact — but what happens when it's time to pass the baton? A Business Succession Plan isn't just about retirement — it... ...more

Tax Free Wealth

July 30, 20252 min read

Reclaim Control of Your Financial Future Through Faith and Smart Leverage

Reclaim Control of Your Financial Future Through Faith and Smart Leverage

July marks the second half of the year — a chance for reflection, reset, and realignment. For Christian executives and high-income professionals, it’s more than just a time to review numbers — it’s a ... ...more

Tax Free Wealth

July 21, 20252 min read

Use Section 179 to Cut Taxes and Build Wealth in 2025

Use Section 179 to Cut Taxes and Build Wealth in 2025

As we reach the midpoint of 2025, it’s the ideal time to pause and reflect on how your business is performing — and more importantly, how your financial decisions today can impact your year-end tax bi... ...more

Tax Free Wealth

June 30, 20253 min read

Transforming Retirement Income with Faith-Driven Strategy

Transforming Retirement Income with Faith-Driven Strategy

The Kai‑Zen method offers a compelling answer. It combines bank-financed premiums with an Indexed Universal Life (IUL) policy to deliver higher income potential—60% to 100% more—with far less volatili... ...more

Tax Free Wealth

June 24, 20252 min read

Creating Tax Free Wealth For Business Owners

Kai-Zen was first introduced in 2012 by NIW. The underlying financial approach has been utilized by wealthy individuals and estates (typically $10M and over) since the 1960s. Kai-Zen is a new variation on this approach - allowing highly compensated individuals like yourself to participate in this type of leveraging for the first time.

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Take Comfort in Understanding Your Strategy!

No one knows what will happen in the future but looking at the past uncovers some common patterns. Stressing our designs through some of the harshest economic conditions to date allows us to implement a strategy to help protect against potential future failures and optimizes our chances for a more successful outcome.


"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up."

- Galatians 6:9 (NIV)

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