Services
how we can help
First and foremost at Alpha Omega Wealth Northwest, we are educators. We take the time necessary to give you the financial education needed to take control of your capital. There’s nothing we love more than offering services that aren’t available from mainstream financial institutions.
Our relationship will continue throughout the years. Any time you have questions, we will always be here to answer them. We will be here to make revisions as needed, and help you through the different seasons of life that cause your financial goals to change focus.
Infinite Banking
Capture the earning power of your dollars to pay off debts and mortgages, fund college or business expenses, and earn toward your retirement.
Life Insurance Planning
Whether you are looking for short term protection or a lasting legacy for your loved ones, we are here to help you plan the best strategy to fit your needs.
Income Protection
We will review any plan you have in place and discuss your options to be prepared in the event that you become too sick or hurt to work before you planned to retire.
Business Services
There are many benefits to utilizing infinite banking to grow and protect your business, even to provide for employee benefits. We also do extensive insurance planning with businesses looking for key man coverage, group life for employees, and other business services as well.
Retirement Planning
Time is your best friend when it comes to retirement strategy! Our process will gather all the information we need to acquire a full understanding of your situation, goals, concerns, and advise you on your options to maximize your retirement.
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Long Term Care
Being prepared for the possibility of requiring home care or an assisted living community is one of the pieces that we help you put in place when the time is right.
Understanding Infinite Banking
These videos lay the groundwork for a basic understanding of the infinite banking concept. They give a brief overview of the power and benefits of infinite banking.
Becoming Your Own Banker
Infinite Banking Concept: Part 1
