Distinctive Financial Services specializes in helping raise peoples' Financial IQ. By implementing The Infinite Banking Concept (aka Bank on Yourself), we help people eliminate much of the market risk that impedes their ability to attain financial indepe
Our focus is on helping business owners formulate and optimize their exit planning goals including: succession, maximum sale value, minimum taxation, risk management and retirement investing.
Our focus is on helping business owners formulate and optimize their exit planning goals including: succession, maximum sale value, minimum taxation, risk management and retirement investing.