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Become Your Own Banker

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Many people have stated that capital attracts opportunity and I have found this to be 100% true.

I design high cash value dividend paying whole life insurance policies that are properly structured for use with the Infinite Banking Concept as envisioned by R Nelson Nash. I am an Authorized Infinite Banking Concepts Practitioner with the Nelson Nash Institute who will help provide you the foundational understanding of IBC so you can practice it at a high level in your own life.

I specialize in assisting the military and real estate investors, including syndication sponsors, LPs, GPs, buy and hold, fix and flip, and of course the small business owner.

Learn More About Paul

The Infinite Banking Concept Explained

Financial Solutions for Individuals, Real Estate Investors and Business Owners

Replace Risk with Guarantees

Contrary to mainstream advice, there are places to get guarantees on your money with zero risk. Have the peace of mind that even when the stock market takes a dive, your wealth will continue to grow—guaranteed!

Customized Strategy and Ongoing 1:1 Coaching

There is never a “one-size-fits-all” solution; every individual needs a strategic and personalized financial solution. We will be there to help educate and coach you, always.

Passive Income Opportunities

True financial freedom means never needing to work again in order to pay your bills. We help you develop strategies that will provide a retirement income , not just a retirement savings.

100% Control

Stop giving your hard-earned money away to “experts” and put the control back into your own hands

Reduce your lifetime tax burden

Grow and access your money tax-free for life.

Legacy Planning

Ensure your loved ones will be financially free to pursue a life that makes a difference. When we are free of money worries, our creativity knows no bounds.

The Pros and Cons of IBC

The "Unseen" Advantages to Becoming Your Own Banker

The 5 Rules of Infinite Banking according to Nelson Nash

Creating a Perpetual Financial Tailwind

Common IBC User Traits and Our Process

Is using a life insurance cash value loan really better than just paying cash?

Our Clients Say It Best!

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This is where things all changed for me and how I can become in control of my wealth and financial future.

I never would have guessed that reaching out to Paul for a small favor on May 4, 2020 would start me on my IBC journey. While on active duty in the U.S. Army, I met Paul in 2005 at the Army's Aviation Officer's Career Course. Paul and I were in the same small group team and struck up a friendship through sports and other common interests. The favor I mentioned was asking Paul to recall and hopefully document a past active duty injury I sustained while playing in an intramural sports league during the course. Paul being the individual he is, did not hesitate to help me with my request, and as things usually happen we started the "what have you been up to the past 10 to 15 years conversation". This is the conversation that started how I would look at and really take control of my financial future. I have always been a "pay yourself first" and fiscally responsible individual. I am extremely blessed to have great parents who taught me the value of money and how to best save for my future. They like many many folks (myself included) use/d these traditional tools (TSP, 401K, IRAs, etc.) being offered and pushed by mainstream financial guidance to save for retirement and beyond. I thought I was on the right track planning for my future, and honestly thought I was a bit ahead of the game until that conversation with Paul back in May. This is where things all changed for me and how I can become in control of my wealth and financial future. - Erik W.
I was absolutely blown away by Paul’s knowledge on life insurance critical and money savings details.

Paul is an exceptional insurance agent. Unlike most insurance agents and companies, Paul put my interest ahead of his own and tailored the policy off the needs of my family and financial situation. I was absolutely blown away by Paul’s knowledge on life insurance critical and money savings details. He presented me the options and explained everything thoroughly leaving no stone unturned. Paul is socially conscious, highly knowledgeable, inventive and enthusiastic. I highly recommend you seek him out for your life insurance needs. - Steven F.
Paul gave me the tools to take charge of our family's financial future.

Paul and Full Pitch Wealth Strategies have truly helped to put my financial house back in order. After years of traditional market investing (529, TSP, Mutual Funds), allowing someone I didn’t know manage our money in companies we had little to no influence or control over, FPWS gave me the tools to take charge of our family's financial future. Paul’s easy to understand concepts helped us turn 2020 into one of the most lucrative financial years our family has seen and ensured we will leave a legacy for our children that will keep them secure. Extremely knowledgeable and professional, Paul was able to expertly build IBC cash accumulation focused policies for our entire family. In so doing, we are now putting our money to work in multiple places at the same time as we focus on our family’s goal of increasing financial freedom through passive income investing. I look forward to the many years to come working with Paul and the FPWS team! They are ready to answer your questions today. Don’t hesitate to reach out and take action, you won’t regret it. Sean S., Real Estate Investor