Moving From High Income to High Net Worth with Christian Allen

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Adam Torres and Christian Allen discuss increasing net worth.

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Show Notes:

Earning a high income does not necessarily mean reaching high net worth status. There is a big difference. In this episode,  Adam Torres and Christian Allen AAMS, AWMA, Founder & CEO of Money Insights, explore what it takes to reach high net worth status.

About Christian Allen

I believe in Zig Ziglars famous saying in life and business “if you just help enough people get what they want, you will also get what you want.”

Their team specializes in helping clients understand and implement alternative wealth building strategies centered around life insurance. He’s not talking about the type of life insurance you get when you go to your local agent. These are powerful strategies designed for the high income and/or high net worth individual and business. They utilize leverage, growth, asset protection and tax efficiency to create a dynamic strategy for each of their clients.

He started in the financial services industry when he was 21 years old. After his Dad passed away from cancer at 49, he saw his Mom taken advantage of by financial professionals that she should have been able to trust. She’ll never fully recover financially from what they did. He didn’t want to see the same thing happen to others. He studied the industry intensively and then jumped in. But he made a commitment to himself that he would do it better. That’s what their firm is all about! 

About Money Insights

Money Insights is founded on the principle that “off-the-shelf” products and solutions often do not meet the needs of alternative investors. Their clients have a unique set of opportunities and challenges. As a boutique planning firm, they work collaboratively as a team to design customized financial solutions that will leave a lasting impact for each of their clients. At Money Insights, they make building wealth a little bit easier.

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