Go From High Income

to High Net Worth

go from High Income TO

HIGH NET WORTH

Accelerate. Optimize. Innovate.

Money Insights is an alternative wealth building firm for high income earners. We believe that traditional financial planning is broken, plain and simple! For that reason, we’re committed to teaching only the most innovative and effective wealth building strategies!


The Money Insights team works collaboratively to design customized, high-impact solutions that help our clients accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth!

Accelerate.

Optimize.

Innovate.

Money Insights is an alternative wealth building firm for high income earners. We believe that traditional financial planning is broken, plain and simple! For that reason, we’re committed to teaching only the most innovative and effective wealth building strategies!


The Money Insights team works collaboratively to design customized, high-impact solutions that help our clients accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth!

Our Strategies

Our Strategies

Client Experiences

"Rod and his team have been excellent to work with -- they worked well under pressure with a deadline to get us a new policy and did fantastic work. Always helpful, great to help plan the next phase in our financial journey."

Rob Hamilton

"Working with Rod was a great experience. Calls were scheduled conveniently and the process overall moved as quickly as possible. Their team was very good at educating and informing me on the ins and outs of a life insurance policy and made sure everything was crystal clear before moving forward. I'd highly recommend working with these guys!"

Rosson Shumway

"Rod and Brittany have been amazing to help me set up my life insurance policies!! Rod walked me through how it works and answered all of my questions. I feel Rod and his team can be trusted. I would highly recommend to anyone!!"

Natalia Filipof

"We had an excellent experience working with Money Insights and are continuing to work with them on additional policies. I was so impressed with the communication as well as the education provided to ensure that we understood our policies and to make sure that they met our needs."

Jen Lemon

"I'm extremely happy with my experience with Christian and Rod. They are knowledgeable and easy to work with. I have nothing but good things to say about the entire team. I strongly recommend."

Kush Singh

"Very good experience.....After opening the first policy and then getting a loan against the policy, it was so easy that I opened a second policy. My only regret is that I waited a year before I started the 1st policy. Would recommend to anyone who wants to positively change their future to begin working with Rod and Christian sooner rather than later."

Greg Cheatham

Schedule a Call with our team today

Money Insights Expert

30 Minute Review Appointment

The Money Insights team is eager to help you grow from high income to high net worth!

30 Mins
Sat, Sep 24, 2022

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