Wealth Management
Have you ever thought about what your future would look like if you had your insurance, investments, and final expenses reviewed by a third party, at no additional fee, just to ensure you're on the right track?
As entrepreneurs, we juggle a lot—family, business, physical activities, social events—and finding time to review these aspects as our lives go through different seasons can be challenging.
Whether you've experienced a divorce, become an empty nester, changed your living arrangement, or taken on the responsibility of caring for a parent or loved one, it's during these busy and distracted times that it's crucial to sit down and simply review your plan. Let's plan to win, not to fail!
Are you ready to take the next step and schedule 30 minutes of your valuable time to see if we're a "good fit"? What do you have to lose? Let's connect and explore the possibilities together!
Have you ever thought about what your future would look like if you had your insurance, investments, and final expenses reviewed by a third party, at no additional fee, just to ensure you're on the right track?
As entrepreneurs, we juggle a lot—family, business, physical activities, social events—and finding time to review these aspects as our lives go through different seasons can be challenging.
Whether you've experienced a divorce, become an empty nester, changed your living arrangement, or taken on the responsibility of caring for a parent or loved one, it's during these busy and distracted times that it's crucial to sit down and simply review your plan. Let's plan to win, not to fail!
Are you ready to take the next step and schedule 30 minutes of your valuable time to see if we're a "good fit"? What do you have to lose? Let's connect and explore the possibilities together!
Peer-to-Peer Meetings
Twice a quarter, your new 'informal' board of directors comes together to enhance your business growth, leveraging combined success experience without the need for hourly advisor payments.
Wealth Management
Preserve and grow your wealth with our expert management and tailored strategies. We safeguard your assets for sustained prosperity.
Frequently Asked Questions
We’re VERY PROUD of our 100% Success Rate: Feel free to seek answers to your questions.
Why do you choose only one professional per niche?
To establish a 'safe space' free from competition concerns, we limit one professional per niche. Moreover, you benefit from diverse perspectives, accelerating your growth.
The economy is hurting my growth, is membership expensive?
GREAT QUESTION! This is the best part. We have found that the Exclusive AI Lead Generation Platform (included in your membership) alone pays for your monthly membership, which is why we are particular in choosing members wisely. It's not about the dues but about how 'HUNGRY' you are in growing your business to keep our 100% success reputation alive.
Entrepreneurs get conflicting advice on how to scale? Market? Increase Sales? The key here is "UNCERTAINTY." "UNCERTAINTY" allows you to know where you want to get to, but have no idea what that proven path looks like? Who do you trust? You might say then say to yourself, "let me just keep doing what I've been doing. It's at least comfortable and safe."
What if there was a customized path? A proven model allowing you to grow like millionaires and billionaires do? Everybody needs a customized path, guidance, and mentorship to help get you to your final destination.
Millionaires and billionaires call this "OPPORTUNITY COSTS!" "OPPORTUNITY COSTS is the BIGGEST EXPENSE IN YOUR LIFE! (Not taxes, mortgage, rent, cars.) Let me explain....
Let's say you make "$100/year but you feel it is possible to earn $1m/year. That gap from $100/year to $1m/year, or $900k/year is YOUR EXPENSE by not having not taking action to obtain the information and mentorship required to get you to $1m/year!
Now let's expand, how long will it take you to finally decide to take action? Will it be before your competition does? Your non-action per year at $900/year is now a drop in the bucket to most mortgage, rent, car payments right?
Successful and "hungry" entrepreneurs decide they want to go from point A to point B in the shortest amount of time before they loose the OPPORTUNITY and have their competitors beating them to the finish line or point B. Successful "hungry" entrepreneurs instead say, "send me an invoice" and when do we get started? What makes us set apart from others is we have 100% success rate among our members. (Smile)
How soon can I see results?
It is entirely up to you! We help you grow as slow or fast as you are able with time commitments, but we have found ALL our members have seen 100% growth.
Is it mandatory I attend social events and when do they occur?
Social events are scheduled around 5pm after our in-person Peer-to-Peer meetings twice a quarter. Our meetings are held at The Park City Club so dinner locations are chosen nearby.
What is the criteria for EXCLUSIVE Membership?
Exclusive Membership is by invitation only. A scheduled consultation is required to determine if we are a good fit. For example, how committed are you to your business growth? Do you have time to use our Exclusive AI Lead Generation Platform, and are you willing to share your wisdom/expertise with fellow members?
How many members are in a group?
There are no more than 18 fellow business entrepreneurs.
Contact Us
Mailing Address
539 W. Commerce St #7407 Dallas TX 75208