Services Offered
Infinite Banking Consultation
Personalized guidance on setting up and utilizing whole life insurance policies as private banking systems to build wealth and enhance cash flow.
Generational Wealth Legacy Coaching
Comprehensive coaching to develop estate plans, family cultures, and financial structures for intentional impact across multiple generations.
Tax Strategy and Asset Protection
Expert advice on minimizing tax liabilities and safeguarding assets through strategic planning and legal structures.
Alternative Investment Access
Connections to non-traditional investment opportunities typically available only to high-net-worth individuals and family offices.
Holistic Financial Planning
Integrated analysis of your entire financial picture to optimize cash flow, investments, and long-term goals with a team-based approach.
Reviews
5(5 reviews)
Rating Distribution
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Buffy Ruthardt
via Google
7 months ago
“We were blessed, but directionless—like driving down the road without a map. We didn’t want to just leave an inheritance; we wanted to leave intentional impact while stewarding well what God had given us. Seven Generations Legacy gave us the clarity, tools, and structure we’d been praying for. Now we have a full estate plan, a family culture, and tracks to run on—not just for us, but for our children and grandchildren. It’s more than peace of mind. It’s purpose in motion.” —Buffy & Darren Ruthardt
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Pawan Aroravia Google
about 2 years ago
I heard about The Money Advantage from their podcast and listened to several episodes. I’d heard about Infinite Banking from other sources and was interested in using it personally. I decided to reach out because I felt that they would be the best fit to have discussions about getting started. I reached out to The Money Advantage, and my advisor spent a lot of time and asked me multiple questions about my assets and prior investments to know my background and where I am at financially. Then, we decided to do an Infinite Banking policy, and I’m very happy that I did that. My advisor also made several recommendations to improve my cash flow and asset protections, because they were looking at my whole picture and want to make sure that everything is done properly. subsequently, I took some loans from my policy and was able to do a private investment that I think at the end of the day, will significantly increase my cash flow over the next several years. I’ve begun a conversation with my advisor to get some things set up for my kids as they are growing up as well, and I definitely would not hesitate to recommend The Money Advantage to anybody.
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Sherry Bermanvia Google
about 2 years ago
I found that The Money Advantage had alternative investments and resources that we did not have. My husband is an entrepreneur, and we needed more tax advice. The services The Money Advantage offers gives us access to the resources that mega-wealthy families have in a family office, including advice on annuities, life insurance, alternative investments, regular investments in the stock market, and estate lawyers. It’s a whole team of people that are working together for the individual, and it gives you so much more than what you get through a traditional service.
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Anna Kelleyvia Google
over 3 years ago
The Money Advantage is an amazing company I am proud to recommend. Both Rachel and Bruce are incredible people who have the knowledge and care to lead you well. From their podcast to their Generational Wealth Legacy Coaching, I highly recommend them to you!
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Wesley Smithvia Google
about 4 years ago
The Money Advantage is a great organization that teaches the sound principals of money, and how to store it and build for future growth. I have personally worked with Bruce on getting my privatized banking policies set up and funded, and have listened to Rachel and Bruce on the podcast for years. They are both high quality individuals and educators and I highly recommend working with them! Thanks for having me on the podcast guys!
