At Cash Flow with Benefits, our mission is to educate and support individuals and business owners with taking control of their financial lives by reclaiming the banking function. To help them strengthen their finances and work toward achieving a sense of financial wellness. We focus on the specific asset of dividend-paying, whole life insurance from mutual insurance companies 100 years old or more. Working with clients to address the banking function, how money flows in and out of your control. Ensuring that your goals are first and foremost being addressed while implementing the Infinite Banking Concept. A wealth strategy used to build a store of capital for financing the major items purchased during your lifetime, such as vehicles, property, investment opportunities, business equipment, etc.

Phone: (518) 268-0757

Cross Streets: Between Raymond St and Gerling St