Client Profile: Mark & Elise, 34 – Homeschooling Parents of Three Young Children

Mark and Elise were focused on two major financial goals: (1) securing their retirement and (2) setting aside money for their children’s futures. But traditional education savings accounts felt restrictive. What if their kids chose to start a business, attend trade school, or take another path? They didn’t want to lock funds into accounts with rigid rules and limited uses.

The best solution for this family? A combination of a dual-purpose financial strategy and an infinite banking concept (IBC) strategy that would allow them to save for retirement while creating flexible funds their children could access—whether they chose college, entrepreneurship, or another route.

With this strategic combination, their savings are versatile, tax-advantaged, and accessible when needed. They also wouldn’t have to worry about choosing the “right” plan any longer because this strategy is designed to evolve with life.

Without this approach, they would have faced tax red tape and had limited options for using the monies they had set aside. With a strategy from Rock Solid Financial, they’d be able to build wealth for themselves and their children’s futures—on their own terms.