We're an independent wealth strategy firm partnering with multiple Fortune 500 mutual carriers to design strategies for real estate investors, business owners, and the families behind them. We are America's leading independent Authorized Infinite Banking Practitioners — teaching people how the wealthy have quietly built capital for generations.
Most of the financial industry was built to sell you products. We were built to design you a system — one that compounds capital, gives you control of your cash flow, and stays in the family for generations.
We started Infinity Investment Strategies after years of watching successful investors, business owners, and operators get handed cookie-cutter plans that ignored the way their wealth actually moves. The wealthiest American families have used a quieter playbook for over 150 years. We made it our work to translate that playbook into something a busy operator can actually run.
Today we partner with multiple Fortune 500 mutual carriers and serve clients in every state in the country. We are independent, we are real estate investors and business owners ourselves, and every strategy we design is one we'd implement — and in most cases have implemented — for our own families.
We're not captive to any single carrier or product. Every strategy starts with your goals — then we hand-pick the right instruments from the strongest mutual carriers in the country.
We design wealth strategies that compound across generations — not products that move quotas this quarter. If we wouldn't put our own family in it, we won't put yours.
We obsess over the strategies the wealthy have quietly used for 150 years — and we translate them into something you can actually run, with discipline, on your own balance sheet.
Confused clients make bad decisions. We teach the mechanics first, the math second, and the strategy third — so you own the plan, not just the policy.
We don't hand you a brochure — we hand you a plan. Meet the people who design every strategy that leaves our firm.
Erica leads strategy design for families and business owners across the country. With a background in financial planning and a deep specialty in the Infinite Banking Concept, she is known for translating complex strategies into plans clients can actually run — and for the discipline she brings to every design she touches.
David partners with real estate investors, entrepreneurs, and operators to engineer cash-flow systems around their existing businesses. A real estate investor himself, he designs every strategy with the same standard he applies to his own balance sheet — capital efficiency, liquidity, and long-term control.
A 30–60 minute conversation. No pressure, no obligation. Walk away with clarity on what an Infinite Banking strategy would look like for you and your family.
