Specializing in structuring cash-flow-friendly policies and annuity solutions that protect principal, enhance liquidity, and build predictable long-term income.

Insurance Wealth Strategist | Infinite Banking Concepts (IBC) Specialist | Serving High-Income Earners & Business Owners

I help accomplished professionals and business owners build tax-advantaged, multi-generational wealth through customized life insurance strategies, Infinite Banking Concepts, and strategic annuity planning.

My approach focuses on:

• Structuring cash-flow-optimized whole life policies that serve as personal banks
• Designing IBC strategies that create liquidity, control, and generational wealth transfer
• Integrating annuities for guaranteed income and principal protection
• Tax-efficient wealth strategies tailored to high-income lifestyles
• Unlike traditional financial advisors, I prioritize education and transparency—no pressure, no complexity. You'll understand exactly how your money works and why every decision aligns with your goals.

At Optimal Wealth Strategy Group, I'm passionate about helping families and entrepreneurs leverage insurance-based strategies to protect what they've built and pass a lasting legacy to the next generation.

Let's connect if you're interested in:

Policy optimization reviews | Wealth transfer planning | Multi-generational legacy strategies | Business succession planning through insurance