Insurancejuju - Generational Wealth Coach

Juliana Desai Parsons Licensed Financial Professional

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!

Book A Free Wealth Consultation

The best time to start saving for your future is when you are young & healthy.

Your money needs time to compound...

Customized Financial Solutions

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 and how to reduce your taxes.

No fees; No hidden agenda; No confusion; No pushy sales tactics!

I want to build wealth!

Are you ready to reach your financial goals faster?

Is this you?

You are a business owner or high income earner looking for tax advantages that are liquid.
You are currently funding a 401k and/or Roth IRA but 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 →

I’m ready to level up!

Products & Services

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.

401k/IRA Retirement

Plan Rollovers

Safeguard your retirement savings and secure a source of guaranteed income in retirement.

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.

College/ Choice

Plans for Kids

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.