Qualified Infinite banking Concepts Authorized Practitioner have been through a training & testing process to ensure they can fully help you achieve your financial goals. It’s important to use a trained Infinite banking Concepts Authorized Practitioner because if done incorrectly, you could lose out on some of the most important benefits of your plan.
Vivien T. Adao
Vivien T. Adao is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes in assisting clients with selecting the right financial and insurance products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Vivien works with families and retirees to put a plan in action that will ensure that their nest eggs are protected and that they have guaranteed income that they will never outlive by implementing unique and proven solutions and strategies, such as creating their own private family bank. A Certified Infnite Banking Concept Practitioner and Retirement Income Planning Specialist.
With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure, but also growing.
Vivien says, “It is our desire to establish trust and build long-lasting relationships with our clients. I am committed to excellence in finding solutions to my clients’ financial problems and goals.
From asset accumulation to asset conservation and protection, Vivien offers comprehensive solutions that can assist you with every element of your financial
plan. There is never an upfront fee to utilize her services.
She appreciates the opportunity to assist you in these vitally important aspects of financial planning and to help facilitate a better future for you and your family.
When she’s not working she loves to read, and spend time with her family.
Greg hails from Indiana where he graduated from Indiana University at South Bend. Greg began a career as a Trust and Financial Advisor working in various banking and financial institutions, Greg started preparing taxes back in 1992. In 2010 Greg Started his own tax firm with a unique perspective as it relates to Trusts, Estates, Investment and Real Estate Taxes. His lengthy experience as a Trust and Financial Advisors affords him the experience and expertise in many complex tax investment strategies.
Today Greg specializes and is passionate about tax-free planning with his clients and is regarded a Tax-Free Planning Specialist. I love all things taxes…from keeping up with the ever changing tax code to building lasting relationships with my clients are a couple of the reasons I love what I do!
Greg is an Enrolled Agent (EA) and a member of the National Association of Enrolled Agents (NAEA) and currently serves as Treasurer for the Space Coast chapter of the Florida Society of Enrolled Agents. He has presented numerous workshops on tax planning and tax-free strategies. Greg and his wife Michelle relocated to beautiful Brevard county in late 2017 to escape the long cold winters. Our only regret is that we did not do so sooner.