We specialize in providing tailored legal support to individuals and businesses seeking to implement this innovative financial strategy. Our experienced team is dedicated to helping you navigate the legal aspects of the Infinite Banking Concept and achieve your financial goals.
Consultation and Analysis
Our personalized consultations allow us to understand your unique needs and goals. We provide an in-depth analysis of your financial situation, identify legal considerations, and develop customized strategies based on the Infinite Banking Concept. Our expertise ensures that your financial strategy aligns with your specific objectives.
Entity Formation
Establishing the right legal entities is crucial for implementing the Infinite Banking Concept effectively. We assist you in setting up trusts, corporations, limited liability companies (LLCs), or other structures to protect your assets and optimize your financial strategies. Our comprehensive entity formation services ensure a solid legal foundation for your financial success.
Contract Review and Drafting
We offer meticulous contract review and drafting services to safeguard your interests. Whether you require loan agreements, promissory notes, policy contracts, or other legal documents, our team ensures that your agreements are well-drafted, enforceable, and aligned with your financial objectives.
Compliance and Regulatory Guidance
Navigating the legal and regulatory landscape can be complex. Our team provides expert guidance to ensure compliance with all applicable laws, regulations, and industry standards. We keep you informed and help you meet the necessary legal requirements, giving you confidence and peace of mind.
Dispute Resolution
In the event of conflicts or disputes arising, our dispute resolution services can help you find swift and effective solutions. We offer mediation, arbitration, and litigation support to protect your rights and interests, striving to resolve disputes in the most favorable manner possible.
Ongoing Legal Support
Our commitment to your financial success extends beyond initial consultations and setup. We provide ongoing legal support, including periodic reviews and updates to your financial strategies. Our team assists with compliance monitoring, addresses emerging legal issues, and offers expert advice as your financial needs evolve.
Take the Next Step
Contact us today to schedule a consultation or inquire about our services. We look forward to helping you achieve financial freedom and security through our comprehensive legal support.
“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”
Steve S.
“Tom has been a tremendous thought partner and advisor for several years. Under his guidance we have improved protection of our hard-earned assets, diversified our portfolio and we are strengthening our financial plan in the short and long term. Most importantly, Tom’s integrity and dedication to our best interests is unquestioned.”
Alex
“Personal finances are always on that list of things you want to get better at managing, but you’re not really sure where to start. So, you just let it evolve and hope that you’ll keep making more money and it will all work out. However, since I started working with Tom all that has changed. I now have a greater grasp on my financial picture than ever before, and I actually have a strategy for getting my money to work for me, instead of it working for the bank. It’s also a ton of fun to know that I’m not helping the banks get fatter on my money!”
Michael
Tom Suvansri of Perennial Pride not only educated me on the idea of a whole life insurance policy, he also helped me realize the value and purpose it would serve in retirement and my family legacy. As a real estate investor, when I put this in motion, I couldn’t help but share the message with my friends and family so they too can put their family legacies in a better position to grow, sustain, preserve and leverage their wealth through whole life insurance policies.
John
“Over the past couple years, Tom has worked with me to determine the best investment opportunities that make the most sense for my situation that will benefit my family over the long term. I feel more confident through working with him that my family is set up for financial security for the future.”
