How We Can Help You

Education is the key to build a healthy financial plan for yourself, your family and business. We offer the information you need to make the best decisions for your current and future goals. Traditional Financial Planning strategies often take control out of the consumers hands, and leaves you with all the risk. Our goal is to teach and offer strategies that give you the financial flexibility, accessibility, control, tax-savings and security.

When your household or business has the financial facts, opportunities and wealth often increase, and lost money through interest costs and fees tend to decrease. This allows you to reach your goals more quickly and safely.

Our Goal

We can help you grow your money in a safe, predictable and tax efficient manner. With over 20 years of experience in the financial

industry, Merv Peters has become known for helping people grow their money using proven, strong, reliable strategies and products.

Minimize the amount of money

you are transferring away

unknowingly and unnecessarily

Grow your money in a safe,

predictable and

tax efficient manner

Minimize your financial risks:

giving you peace of mind

for today and tomorrow

Our Financial Team

Helping You Make the Most of Your Money Since 2013

Merv Peters ~ Financial Advisor (BA, CEA)

GOAL: Use Insurances and Investments to help

you grow your money safely and consistently

Much of the financial information we have received over the years has turned out to be incomplete.
There are 2 money systems: THEIRS & YOURS
When you are in someone else's system (the banks), it makes them money.
Every transaction benefits them.
You want your own money system so your money transactions benefit you.

CONNECT WITH MERV

Learn how to use Whole Life Insurance and The Infinite Banking Concept to create a money system you own and control.
Learn how you can grow your money using good professionally managed investments.

With 20 years of experience in the financial industry, Merv has become known for helping people protect their income and grow their wealth using proven, strong and reliable strategies.

Authorized Infinite Banking Concepts Practitioner

Insurance and Investment Broker Financial Educator

Brendan Peters ~ Financial Advisor

GOAL: Help you build strong predictable wealth and

make your money work as effectively as possible.

CONNECT WITH BRENDAN

Since 2017, Brendan has enjoyed being part of an organization that builds strong predictable wealth for clients.

Brendan has a passion to help people make their money work as effectively as possible, so they have the money they need to accomplish their big goals.

Independent Insurance Broker Independent Investment Broker