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Francisco’s Money Speech

Francisco’s Money Speech

“So you think that money is the root of all evil?” “Have you ever asked yourself,  what is the root of money?” This powerful question, asked by Francisco d’Anconia, begins the famous money speech in Ayn Rand’s epic masterpiece, “Atlas Shrugged.”  Widely accepted as...

And I want you to Live.

And I want you to Live.

Above were a few clips from a talk I gave March 25th, 2017. You are your #1 Asset, and I want you to live.  Planning with us at Vault AIS gives you, yes you, the permission to truly live. To know, versus hope with your money.  There is tremendous economic value with...

One of my top 10 personal secrets to…

One of my top 10 personal secrets to…

What I am about to share with you is one of the greatest success habits that I have. To set the context, Wendy and I watched a movie last night called "Patriots Day" with Mark Wahlberg.   The movie is based on actual events from the Boston marathon bombing April...

Drum roll, Please…

Drum roll, Please…

This is the official launch of Vault AIS. Drum roll, please. I've envisioned this for the last several years and it's now a reality. Full functioning virtual e-learning site. Welcome to Vault AIS Added sections are already being developed. Client login Interactive...

What is happening to Optic Financial?

What is happening to Optic Financial?

What is happening to Optic Financial?   We are re-branding to Vault AIS. I could not be more excited. It's empowering for me to have created Vault AIS. Embodying the core foundation of your plan with us. Yes, at the core of your rock-solid financial plan is a...

Money is Life

Money is Life

Why Vault AIS?   Optic Financial was created as a marketing company back in 2011. Now that we have clients in all 50 states,   The nationwide success of our book "What Would the Rockefellers Do?", And the ability to communicate the life and death message of...

Don’t build and burn.

Don’t build and burn.

Building and burning comes from building, gambling and loosing. It also comes from no liquid guaranteed savings as a reserve to give us permission to build and sustain. Having a purpose behind us driving our passion. Transferring the risk in areas we are not unique in...

My Newest Creation

My Newest Creation

Once upon a time, there was a young man searching for the truth to all things Financial.  This 1st started at the age of 22 selling cell phones while going to college. Little did he know he would be making over $20,000 dollars a month doing this. And at such a young...

Do You Know Where You Are?

Do You Know Where You Are?

Years ago as a kid I went deer hunting with my dad. My two step-brothers and I decided to go off on our own into the mountains to look for deer. We were teenagers and thought we knew where there was "better hunting" than my dad. We ended up getting lost. I remember...

Expand Your Retirement Income

Expand Your Retirement Income

Imagine never running out of money in retirement. What would that feel like? When someone thinks of saving or investing money, they usually think of the stock market; and for most people they are investing in a 401(k), IRA, stocks, or mutual funds. The traditional...

Choose to Thrive despite “No Recovery”

Choose to Thrive despite “No Recovery”

Imagine you are the owner of a massive business. The business can be anything you want it to be. Your business generates $18 million in sales every year. However, most of this money goes to pay expenses. In addition to those expenses, there's interest payments on $20...

Asset Care: Hold on to your assets…

Asset Care: Hold on to your assets…

How Long-Term Care protects your legacy.  Long-Term Care Part 3 of 3...   As we wrap-up our series on Long-Term Care this November, I would like to thank those of you who have come forward with questions and real-life situations in which you wish Long-Term Care...

Consequences of Long-Term Care Costs

Consequences of Long-Term Care Costs

Long-Term Care Part 2 of 3...   I met a woman in Indianapolis a few months ago whose father was deteriorating because of a chronic illness. The costs for his care had continued for years. She alone was providing the sole care of her father and it was time...

Get Your Free Hardcover Books!

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

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