How We Can Help You

Education is the key to building 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 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

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.

Helping People Make the Most of Their Money Since 2013

Merv Peters

Financial Advisor (BA CEA)

GOAL: Use Insurances and Investments to help
you grow your money safely and consistently

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