Confidence Financial



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At Confidence Financial Partners, we:

  • Arrange liquidity for wealthy clients to pay estate taxes without ever writing a check
  • Show our clients how to amass a large tax-free retirement income with just writing two small checks
  • Help our clients preserve capital, enhance investment yields, reduce and/or eliminate taxes and make the world a better place through philanthropy
  • Design and implement maximum funded insurance contracts under Internal Revenue Code section 7702

We specialize in saving clients significant amounts of taxes by utilizing little known areas of the United States tax code that have stood the test of time. We know how to safely increase your rate of return on your current investments which allows you to grow your wealth faster. We also help clients create a tax-free retirement income that will last for their lifetime - eliminating their concerns about retiring in such a high tax environment.

Our most recent strategy combines the best of life insurance with the benefits of banking to provide an unparalleled cost-effective methodology for building wealth and supplementing retirement income. Consistent with our other premium finance designs, this new strategy offers relationships with some of the largest banks and most respected life insurance carriers in the world.