Go From High Income

to High Net Worth

Accelerate. Optimize. Innovate.

Money Insights is an alternative wealth building firm for high income earners. We believe that traditional financial planning is broken, plain and simple! For that reason, we’re committed to teaching only the most innovative and effective wealth building strategies!

The Money Insights team works collaboratively to design customized, high-impact solutions that help our clients accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth!

Accelerate.

Optimize.

Innovate.

Money Insights is an alternative wealth building firm for high income earners. We believe that traditional financial planning is broken, plain and simple! For that reason, we’re committed to teaching only the most innovative and effective wealth building strategies!

The Money Insights team works collaboratively to design customized, high-impact solutions that help our clients accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth!

Client Experiences

"Rod and his team have been excellent to work with -- they worked well under pressure with a deadline to get us a new policy and did fantastic work. Always helpful, great to help plan the next phase in our financial journey."

Rob Hamilton

"Working with Rod was a great experience. Calls were scheduled conveniently and the process overall moved as quickly as possible. Their team was very good at educating and informing me on the ins and outs of a life insurance policy and made sure everything was crystal clear before moving forward. I'd highly recommend working with these guys!"

Rosson Shumway

"Rod and Brittany have been amazing to help me set up my life insurance policies!! Rod walked me through how it works and answered all of my questions. I feel Rod and his team can be trusted. I would highly recommend to anyone!!"

Natalia Filipof

Shred & Invest with Money Insights