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We believe it's impossible to be wealthy if you are not living intentionally. Our vision is to make intentional living the new wealth standard.

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What we offer

Our Services

From bookkeeping, to creating an estate plan, tax strategy and filing, to setting up and leveraging an overfunded whole life insurance policy, we have specialized teams to serve you.

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Life Insurance

Customized plans built to protect your family

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The And Asset

Overfunded whole life designed to grow your assets and protections

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Tax

Tax strategy, tax planning, filing, bookkeeping, fractional CFO

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Estate Planning

Protect your legacy with confidence and without ongoing fees. 

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Retirement Planning

Personalized strategies to help you build a comfortable, worry-free retirement.

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BetterWealth Office

Suite of experts dedicated to your family's long lasting success

Why BetterWealth?

Over $2M Increase!

Watch how we added two million dollars of cash value and death benefit as well as more liquidity to one of our clients by rebuilding his life insurance policy. We have a team of experts to make sure that you are getting every possible opportunity that your dollar can create.

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Our Members

Intentional Living Wall

Our vision is to make intentional living the new wealth standard. These are just some of our members who are impacting the world, not only with their finances but with the way they operate their daily lives.

Some Facts About us

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1
Book Written
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50
States Served
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1263
Educational Videos
Whats Trending

Learn How

Here are just a few of our videos on practical ways that you can become more wealthy and some of the financial vehicles used to do so.

Rockefeller Wealth Secret Wealth
The Rockefeller's Method To Creating Generational Wealth!
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nelson_nash_infinite_banking_book Infinite Banking
Nelson Nash, Author of Becoming Your Own Bank, Explains Infinite Banking
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Why 95% of Financial Planning Fails in Retirement (And How to Avoid It) Retirement Planning
Why 95% of Financial Planning Fails in Retirement (And How to Avoid It)
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The Complete Guide To Properly Structured Whole Life Insurance | Garrett Gunderson Life Insurance
Garrett Gunderson | The Complete Guide To Properly Structured WLI
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robert_kiyosaki_tax_advisor Tax
Robert Kiyosaki's CPA Reveals Top Tax Incentives For Wealth Building | Tom Wheelwright
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father_of_401k_interview-1 Wealth
Interview with "The Father of the 401k" Ted Benna
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Testimonials

The BetterWealth Difference

What clients are saying about BetterWealth

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David

BetterWealth Customer

This is what sets The And Asset apart from all the other insurance agents out there. Their education and responses are detailed, they address deeper issues and shed light on additional things to consider. They provide quality life insurance education at its finest.

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- Joel G

The And Asset does the best job in, my opinion at breaking down financial concepts that bring home the power of utilizing OVERFUNDED WHOLE LIFE as a storehouse of wealth.

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The best time to start investing is yesterday. Today is the next best option. Meet with our team to start closing the wealth gap today.

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