Our Services: We got you covered!

Infinite Banking Concept

The Infinite Banking Concept (IBC) introduces a revolutionary approach to personal finance, enabling individuals to operate a banking system of their own, leveraging whole life insurance policies.

At the core of our specialization, IBC empowers individuals to utilize the cash value of these insurance policies which creates an asset that enhances control of cash flow. This capability opens up a myriad of financing possibilities, allowing for the security of wealth and the foundation of a lasting generational legacy.

IBC is at the core of 10X with their very own dedicated and Certified, Licensed Practitioner from the official Nelson Nash Institute. This expertise puts you at the helm of your financial journey, ensuring that you have the autonomy to navigate your financial future as you see fit, free from the constraints of conventional banking institutions.

Learning how to establish your own IBC system provides unparalleled control, flexibility, liquidity, and growth potential to your financial strategy by setting it apart from traditional banking systems.

Estate Planning

It is essential to discuss a crucial aspect of financial planning: estate planning documents. These documents, including wills, powers of attorney, healthcare directives, living wills and revocable trusts, serve as vital tools in safeguarding your assets, empowering your decision-making, and ensuring your wishes are duly honored from the grave.

It is important to recognize that the preparation and execution of these documents should not be delayed or approached as an afterthought. Proactivity is key in estate planning to ensure comprehensive protection and peace of mind.

Therefore, we strongly encourage and will personally assist you in scheduling a consultation with our concierge team. Taking this step allows you to assert control over your financial and personal affairs, both now and in the future, providing assurance that everything is arranged according to your preferences.

Financial Coaching

Welcome to the transformative realm of financial coaching, a personalized journey designed to elevate your financial well-being, enable you to achieve your goals, and empower you to take command of your financial destiny with confidence.

At 10X it is not about selling you a product or making a quota (which we don’t have).

Financial coaching centers on sharing your financial options and strategies in a way that everyone can understand. We take pride in using language that isn’t ‘industry jargon’ but tailored with words and pictures that help you have the confidence and knowledge necessary to make well-informed financial decisions and navigate your financial landscape with assurance.

Your financial picture isn’t just about an investment. It’s about ALL of your money working together and providing protection for you and your family. By tailoring strategies to your individual needs, we ensure that you are poised to excel in managing your financial affairs.

Insurance Strategies

Insurance strategists do more than typical agents. They serve as expert navigators in the complex world of insurance planning, wielding their specialized knowledge to evaluate your unique needs, recommend optimal policies, and ensure comprehensive coverage without superfluous costs.

At 10X our proficiency allows for the strategic incorporation of insurance into your broader financial strategy, transforming it into an instrumental asset for capturing financial opportunities, minimizing tax liabilities, protecting your assets, and facilitating wealth transfer.

Engaging with an insurance strategist not only fortifies your financial defenses but also enhances risk management and leverages the full spectrum of benefits that insurance offers.

Essentially, collaborating with an insurance strategist equips you with a dedicated advisor, ensuring that you are well-positioned to achieve your financial objectives with confidence and precision.

Investment Strategies

Investment Strategists possess a wealth of expertise, positioning them as the guiding forces in the realm of investment management. With a profound understanding of the market, they equip you with the insights necessary to navigate your investment journey effectively.

Their strategic approach ensures that your portfolio is reviewed to be well-balanced, mirroring a comprehensive array of financial opportunities.

In times of market uncertainty and volatility, an Investment Strategist stands as a beacon of stability, offering guidance and reassurance. They play a crucial role in helping you maintain composure and make informed decisions, even amidst economic fluctuations.

Discipline is another cornerstone of the relationship with your Investment Strategist. They act as your personal accountability partner, steadfastly keeping you aligned with your long-term financial aspirations.

Through their support, you remain focused and motivated, resisting short-term temptations in favor of achieving enduring financial growth and stability. Investment strategies are meticulously crafted and provided by Stillwater Financial, LLC, our sister company, ensuring a tailored approach to meet your specific financial goals.

Retirement Accounts

In the realm of retirement planning, the 10X team serves as an invaluable navigator, steering you towards your optimal financial future. They play a critical role in your overall retirement strategy that best aligns with your objectives, crafting sophisticated investment strategies, and maximizing your contributions to capitalize on advantageous tax treatments. Essentially, collaborating with a Financial Coach grants you privileged access to unparalleled financial guidance.

Moreover, your Financial Coach diligently monitors the performance of your retirement accounts, making strategic adjustments as necessary to adapt to the evolving financial landscape. They also manage the intricate details of regulatory requirements, such as required minimum distributions, ensuring that you can relax and look forward to a worry-free retirement.

With the support of a Financial Coach, your journey to retirement is elevated to new levels of precision and foresight. They refine your strategies to bolster your financial security, aiming to ensure that you are well-prepared to relish your retirement years to their fullest potential. Retirement account guidance and strategies are meticulously provided by Stillwater Financial, LLC, our sister company, ensuring an approach tailored to your unique needs and aspirations.

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