Financial Coaching…
for the stages of your life

Do you want more predictability, simplicity, less worry, and easier access to understandable financial information?  Wherever you are in life, we take a holistic approach in offering the right product at the right time for all the right reasons. 


Seminars and Web Conferencing
Our financial education workshops
are ideal settings for:
  • Families
  • Teenagers
  • Youth groups
  • Home schools
  • Business owners
  • Group presentations
  • Church organizations
  • Employee workshops
  • Association meetings
  • Homeowner communities
  • Special events and facilitation
  • Training and conference workshops

Contact us for more information.

Financial Literacy, Life Stage Planning and Wall Street Alternatives

We teach financial literacy, promote life stage planning
and provide Wall Street alternatives for ordinary people.

Hope is not a financial strategy. 

Using The Infinite Banking Concept™ and following the principles outlined by R. Nelson Nash in his book Becoming Your Own Banker, Marla Allen & Team passionately teach families, churches, and businesses how to make your money work harder with our wealth-building strategies.

» Wealth Building Toolbox «
    • Annuities
    • Life Insurance
    • Long-Term Care
    • Debt Elimination
    • Roth Conversions
    • Cash Flow Efficiency
    • Medicare Supplements

Click Here for a Glossary of Insurance Terms


Our prime objective is simple and follows
the Warren Buffett mantra,
“Don’t Lose Money”. 

Located in Charlotte, NC, Marla Allen & Team work to develop long-term relationships that span generations. We make learning about your finances FUN!


If what you thought to be true
turned out not to be true,
when would you want to know?”

– Don Blanton, MoneyTrax, Inc