Sophisticated Wealth Planning for Business Owners

We Help You Build Generational Wealth
Safely and Predictably

You’ve worked hard to build something from nothing. Now you want to protect your wealth, enjoy it yourself, and pass it on to your family. You need wealth planning services you can trust.

We help you ensure that none of your hard work goes to waste. Our wealth planning gives you the knowledge, tools, and strategies to build and pass on a generational legacy.

How We Help You

Get Your FREE Hardcover Books!

Get two books from our founder, Michael Isom. Learn our wealth planning philosophy and method in detail.

Get Free Books

Our Wealth Planning Method: The AIS Triangle™

Our wealth planning helps you create generational wealth safely and predictably. We do this within the framework of our core philosophy. This is comprised of the three points of the AIS triangle wealth planning method:
Asset, Investment, Strategy.

Your #1 ASSET is You

Not your business or any investment. YOU. That is the first asset we focus on both protecting and growing in our wealth planning process.

Your #1 INVESTMENT is Your Business

Your number one investment is your business/career. Not a stock or piece of real estate. Before looking for outside investments, we first help you optimize your business cash flow and wealth. We provide total wealth planning for business owners.

Your #1 STRATEGY is Guaranteed, Protected, & Liquid

Our core wealth planning strategy is to do everything we can to minimize risk. We also want to give you safety and control. This means using wealth planning products that are guaranteed, protected, and liquid.

Learn More

Wealth Planning to Maximize Your Quality of Life and Build Generational Wealth

The poor and middle-class view insurance as just a necessary evil. A line-item expense that does nothing for them unless something catastrophic happens.

But the wealthiest individuals, families, and institutions understand the power of insurance. They leverage it in their wealth planning to grow and protect wealth. Furthermore, they use it to unlock their wealth while their alive, and pass it on when they die.

With ideal wealth planning, you are able to:

Schedule a Wealth Planning Strategy Session

Let’s meet via web conference to start your wealth planning process.

Schedule Now

5

Minimize risk and prevent loss of money.

5

Earn a rate of return on your money.

5

Minimize taxation on the money you accumulate.

5

Minimize taxation on the money you distribute.

5

Have money available that you can use throughout your life.

5

Have a systematic flow of money into your plan.

5

Have contingencies for death, disability, emergencies, and unforeseen factors.

5

Have economic certainty.

5

Have the flexibility to make changes to your plan.

We help you do all of this with a wealth planning strategy. The foundation of this strategy is properly structured and optimally funded whole life insurance.

Life Insurance

We help you protect your human life value and maximize your wealth.

Disability Insurance

We ensure that your family will be taken care of if you’re disabled.

Annuities

We help you convert accumulated wealth into cash-flowing wealth.

Learn How We Help You

Get Your Free Books

Our Story

I’m Michael Isom, the founder of Vault AIS Wealth Planning. I wish I could tell you that our firm was the result of a series of brilliant decisions on my part.

The reality is that it was the result of me learning lessons the hard way.

Thankfully, my hard-learned lessons have translated into wisdom and results for my clients.

Read Our Story

Get Your FREE Hardcover Books

Get two hardcover books from our founder, Michael Isom. These include What Would the Rockefellers Do? (with Garrett Gunderson) and What We’re Worth.

In these books, you’ll discover the wealth planning secrets of the ultra-wealthy for protecting, growing, and passing on wealth for generations.

Get Your Free Books

Our Clients Say:

“The more I fully grasp the concept of cash flow insurance and leveraging my whole life insurance plan as the foundation for my family legacy the more I see the impact I can have on generations to come for my family. This is inspiring and I’m grateful for AIS for reaching these concepts. I’m not where I want to be but I see a path forward and I’m clear of the immense value I can bring to my legacy through this process.”

— Joey G.

“Michael and his team are True Professionals! Transparency was the thing I loved most about their approach to creating a financial plan together, and his ability to explain complex policies and programs in a way that is easily understandable. Thank you for such great service!!!”

— Mark C.

“We have been part of the vault AIS for 2 years and it has completely change my relationship with money and finances. I have went from scarcity in my bank account and mindset to now thinking in terms of abundance and prosperity. I have a different mindset on Legacy and realizing that this is the number one driver for me showing up to work everyday for me, my marriage and my family.”

— Jesse

“The process has been easy and I like it. It gives me a good overall view of my financial picture and to make sure things are going according to plan to reach my goals. If I ever have any questions or unexpected issues arise I can just ask and I will get an answer to solve the issue and I then I don’t have to worry about it anymore.”

— Donna

“On an elementary level, the program has introduced us to a new way of looking at savings and how to leverage “our stuff” better. Having the peace of mind that we are saving and providing a financial foundation for our kids that we did not have ourselves is rewarding….”

— Jeff

“Understanding how to leverage the power of security and Human Life Value has been immeasurable. Having my money work for me and in line with my core values allows the security needed to take risks in business and invest in myself and business so production is enhanced greatly. I highly recommend Mike to all my colleagues, friends and family!”

— Shannon

Why Choose Us Our Wealth Planning Services?

We Help You Enjoy Your Wealth Today and Still Leave a Generational Legacy

We are not product-pushers. We have a passion for true wealth planning. We love helping you architect sustainable, generational wealth.

We Literally Wrote the Book on the Best Wealth Planning Method!

What Would the Rockefellers Do? reveals the wealth planning method used by the wealthiest individuals, families, and institutions to protect, grow, and perpetuate wealth for generations.

We’ve Learned the Hard Way What Not to Do

After losing $4.8 million in personal savings and $10 million in client’s money in a speculative investment, Michael vowed to apply what he had learned to earn it all back. In the process, Michael has learned invaluable lessons that help our wealth planning clients every day.

Decades of Experience and Highly-Specialized Training

Our founder, Michael Isom, has been in the life insurance industry since 2000. During that time, he has spent hundreds of thousands of dollars on advanced and highly-specialized training to learn the most sophisticated wealth building strategies.

We Maximize Your Benefits, Not Our Commissions

You can trust that we will always do the right thing for you, regardless of our commissions.

Educational Approach and No High-Pressure Sales Tactics

We’re not here to sell you. We’re simply here to educate you on your wealth planning options. Once you fully understand your options, you’ll make the right decision for you.

Simplified Expertise in Overfunded Whole Life Insurance

We’ve mastered the art of simplifying intricate wealth planning concepts. We make them concrete and easily digestible for our clients.

Versatile Coverage Options

Beyond life insurance, our wealth planning expertise extends to disability insurance, long-term care, annuities, and more.