Create Generational Wealth That Lasts
Wealth Hacks for professionals and business owners. Ditch the stress and embrace financial confidence. Learn strategies to building wealth. Your journey to a brighter future starts here!
The best time to start saving for your future is when you are young & healthy.
Your money needs time to compound...
Hello there! My name is Juliana. I was raised in California, but have been ​living in New York for almost a decade.
I never imagined I would land in the financial services industry. But being ​able to serve & educate others has been incredibly fulfilling. I help ​professionals, business owners & investors build Generational Wealth. ​My specialties include infinite banking and retirement planning.
Learn to diversify your portfolio with non market risk vehicles that still ​capitalize on uncapped upside potentials of the market.
Discover how to build tax free wealth & earn compound interest on the ​same dollar in two places at once without sacrificing your principal.
No Fee Retirement Plans for small businesses (SEP/SIMPLE/IRA/etc). ​Private pensions for individuals.
I want you to feel empowered and in the drivers seat of your financial ​future, with a clear path to hit your financial goals.
I teach people about Infinite Banking, Index Strategies, Life Insurance, ​401ks, Annuities, Roth IRAs, how to reduce your taxes and how to use ​insurance to pay off debt faster!
No fees; No hidden agenda; No confusion; No pushy sales tactics!
Are you ready to reach your financial goals faster?
Is this you?
- You are a business owner or high income earner looking for tax strategies that are liquid.
- You are looking for more tax free growth.
- You want to diversify your portfolio with non market risk strategies.
- You want to set your child up for financial success with an account that won’t count against ​financial aid.
- You're tired of losing money in the stock market.
- You're worried about outliving your money in retirement.
- You KNOW you should protect your family's financial future if the worst were to happen.
- You want to learn more about infinite banking and leverage your dollar twice for investments.
- You recently changed jobs, or were laid off and have an old employer sponsored plan to rollover.
- You’ve recently inherited money.
During our call we will discuss financial concepts and strategies. We will explore solutions for your financial goals and you will receive a tailored plan for your future.
Discover if you are ready to level up your portfolio →
Infinite/ Family
Banking
Harness the power of generational wealth, create a financial ecosystem that fosters growth, stability, and legacy preservation. Earn compound interest on the same dollar in two places at once.
Tax Free
Retirement Planning
Learn how to design your portfolio and grow your savings without a tax burden and secure a brighter financial future.
Business Owner
Planning
Tailored financial strategies for entrepreneurs who want protection from unforeseen events. Ensure sustainable growth and asset protection. Increase your working capital and decrease tax exposure.
Market Loss &
Asset Protection
Shield your investments from market loss while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
Safeguard your retirement savings and secure a source of guaranteed income in retirement.
401k/IRA Retirement
Plan Rollovers
Life Insurance &
Living Benefits
For people who want piece of mind ​knowing that their family will be taken ​care of when they're no longer able to ​do so. Living Benefits safeguard you ​against chronic, critical, and terminal ​illnesses.
Estate Planning: Wills
& Living Trusts
For those that want protection while living and a legacy after passing.
Make choices regarding your children, property, and health for yourself instead of giving up control to the government.
Set your children up for success with strategies that will not affect their FAFSA eligibility. Invest today for a brighter tomorrow with flexible plans that allow tax free access at any.
College/ Choice
Plans for Kids
If you don't come from a wealthy family, a wealthy family can come from you!
Infinite Banking Concept explained
in 3 minutes
401k vs IUL ​compar​ison
Guess which ​financial vehicle ​yields 2 million ​dollars MORE in ​retirement ​income?
Today’s retirement crisis....
DISCOVER how your current ​investments compare to a
Life Insurance Retirement Plan
side by side with a FREE ​personalized interactive report!
Complete this questionnaire to receive a free personalized report!
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Private Pension
Indexed Growth
Lifetime Income:
An income stream that cannot be ​outlived.
Principal Protection: Guaranteed ​ZERO LOSS from market ​downturns or crashes.
Better Performance: ​Performance equal to or BETTER ​than the traditional stock market.
Bonuses: Bonuses ranging from ​10-30%+
401k/ IRA/ TSP
Variable Growth
Inconsistent Returns:
Unstable markets make planning for ​retirement extremely difficult.
Volatility:
Variable accounts have no guarantee ​of protecting your nest egg from ​MARKET CRASHES.
Outliving Income:
Arguably the biggest concern for all ​investors. Depleting retirement ​savings with much life to live.
Maximize Your Retirement Income By ​Comparing Every Annuity!
Get INSTANT, PERSONALIZED rates and quotes now from all the ​top carriers. Compare fees, features, and
GUARANTEED INCOME FOR LIFE. 💵
Annuities from 80+ carriers at your fingertips. ​Software not available for NY.
If you’re too shy to book a ​Wealth Consultation, you can ​get a FREE term quote in
5 minutes!
Estate planning documents ​included!
If you’re too shy to book a ​Wealth Consultation, you can ​get a FREE term quote in
5 minutes!
Estate planning documents ​included!
Connect with me online
Follow me on IG for financial education
Free Wealth Consultation
Referral Program