Wealth Factory

Financial ServicesUnited States11-50 Employees

We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee.

Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. 

Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These easy-to-implement techniques are extremely powerful and allow you to deploy and enjoy your hard-earned money today rather waiting 20-30 years for retirement.

Once cash flow is optimized, we’ll give you a plan to build long-term, sustainable wealth by identifying investments that suit you own personal Investor DNA™. This innovative approach takes into account your personality, education and strengths with every investment decision you make. 

This is the only sure-fire method we’ve discovered that puts you in complete control of your financial plan. It leverages what you know best to preserve your wealth and help avoid painful investment losses.

As busy entrepreneurs ourselves, we’re mindful of the hectic pace of life that comes with owning your own business. As a result, our trainings avoid overly technical economic theory or confusing financial terminology. Instead, we explain everything in full detail, without jargon, using simple direct language that gets to the point quickly to save you time and money.

We commit ourselves to helping the helpers (business owners like you) enjoy the money they earn right now while simultaneously building a lasting legacy of wealth for your family. 

If you want to build sustainable wealth, increase your monthly cash flow and enjoy financial freedom, we believe we have all the tools and training you need to live the life you love.

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