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How It Works

Know Your Financial Foundation is Solid.

Teaching You How to
Keep More of What You Make.

Our customizable Investment Academy framework is woven throughout every resource and program we offer, always gathering the various pieces of your financial puzzle into one unified plan. We call this your Wealth Architecture.

Our team of Wealth Architects and financial professionals are here to help you create your blueprint and customize it to your own unique values and strengths. This framework will continue to keep your finances organized and give you peace of mind so you can go out there, be creative, and continue to build a life you love.

Your Financial Puzzle

Dive Right In & Take it Step by Step.

Discover Investment Academy starter guides for optimizing cash flow, exploring investment options, and creating a legacy.

Grab Our Free Guides

3 Key Focus Areas of the
Investment Academy Framework:

While we’re able and willing to help you with just about anything money-related, these are our 3 primary objectives in order to help you understand and secure your financial future.

Investment Academy member and business owner from Arizona

Improve Cash Flow

Most people are losing money every month and don't even know it. Some feel overwhelmed and out of control when it comes to finances.

When you optimize your Cash Flow, you'll:

  • Save money on taxes, insurance premiums, and inefficient loans
  • Finally have control over your money and finances
  • Be confident you're making the most of your money, and not wasting it
  • Stop feeling overwhelmed by your money situation
Get Started

"We now have $7,500 in extra monthly cash flow, we are able to contribute $6,000 more per month into our Wealth Creation fund, and we completely paid off $1.2M in debt. Thank you for everything!"

A.C.
Investment Academy member and business owner from Arizona
*Individual Results, Results Not Typical. See Our Testimonial Support Disclosure For Helpful Information.
Investment Academy member and business owner from California

Discover Your Investor DNA

Most people don't understand investing or are afraid to make decisions on their own. They sit on the sidelines until it’s too late, and often feel like they're just guessing, or always playing catch-up.

We give you the tools to unlock your Investor DNA so you can invest according to your unique personality, strengths, and experience.

When you invest according to your unique Investor DNA, you’ll:

  • Reduce risk and maximize your returns
  • Feel in control of your investments for the first time ever
  • Build a financial future you can be proud of
  • Feel confident making investment decisions
  • Invest in a way that fits with who you are, not who someone else says you should be
Get Started

"We have been able to accumulate over $250,000 by putting money into our Wealth Capture account and investing it into hard money lending with a friend's company making 8% on very safe investments. We are getting ready to add on to our house which will increase the value of what we put in 3 fold. Our house is paid for completely in 5 months."

Dr. Kenneth Winer
Investment Academy member and business owner from California
*Individual Results, Results Not Typical. See Our Testimonial Support Disclosure For Helpful Information.
Investment Academy member and entrepreneur from Texas

Build A Living Legacy

Most people want to retire comfortably and leave a legacy for their family, but they don't know where to start. And many think they have to work extra hard or make huge sacrifices now to enjoy life later.

Investment Academy helps you create a plan to live an abundant life right now, a robust retirement later, and leave a lasting legacy. And it's not just about money. We show you how to pass on family values and traditions so future generations can enjoy the abundance you've created.

When you have a legacy plan in place, you’ll:

  • Be free to live your life with purpose and meaning without the fear of running out of money
  • Feel secure knowing you're taken care of in retirement, and that you're doing something good for your family's future
  • Give your family the gift of security and happiness for years, and even generations to come
  • Be the hero of your children and family
  • Leave behind something beautiful for the next generation
Get Started

"We built a house, sold a ranch, and parked most of the proceeds in cash accounts. One huge win was putting our estate plan together for future generations via whole life insurance and Andrew. I am currently looking at investments with my daughter. We weathered 3 serious bouts with cancer and remain secure financially."

Kim Dula
Investment Academy member and entrepreneur from Texas

Here's Why

Non-business owners don’t need access to liquidity the same way an entrepreneur might.

So we focus on helping entrepreneurs use the money they earn, the value they already create, and their unique abilities to build lasting wealth through mentoring, coaching, and accountability—without sacrificing, delaying, and deferring, or relying on cookie-cutter financial advice that simply doesn’t apply.

Investment Academy clients have seen the following results across their entire financial picture:

  • Improve Monthly Cash Flow - by $3,279 on average

  • Increase Peace of Mind Fund - by 142.3% on average

  • Grew Monthly Wealth Capture Savings - by $2,331.51 on average

  • Reduced Debt - by 57.2% on average

  • Saved on Taxes - by $39,400 on average

*Individual Results, Results Not Typical. See Our Testimonial Support Disclosure For Helpful Information.

Map to Financial Independence
Cash Flow Optimization Guide for Entrepreneurs

Grab Your Free Guide To

Cash Flow Optimization For Entrepreneurs

Discover 5 ways to create a cash flow surge in your business so you can stop pinching pennies or delaying happiness until one day, someday decades down the road.

  • Why budgeting sucks & what to do instead
  • How to streamline your savings
  • 4 ways to stop cash flow leaks
  • 3 steps to getting more “free money” today
  • Where to get more cash flow strategies every week

Start Building the Life you Love.

You’ve finally found a team of people who understand you and the unique needs of your business—and who are here to help. Click below to find the Investment Academy path that’s right for you.

What We Offer