Our Blog
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...
Silicon Slopes “Three Ways Running A Business Is Like Running A Race”
Three Ways Running A Business Is Like Running A Race "Running a business is demanding; you won’t be able to do it all on your own, just like you can’t make it to the finish line alone. Build your team, establish trust, and be a friend, you’ll find yourself...
Huffington Post “Every Successful Businessperson has 3 Innate Traits”
This morning Huffington Post released this article: Every Successful Businessperson has 3 Innate Traits The article features Michael G Isom from Utah and Michael Buffington from Texas and shows the trust and friendship needed for a healthy professional and client...
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…
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…
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? 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
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.
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
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...
Yes, it’s true and I could not be more excited.
2017 Mint 400 Life is a race. Every starting line unique. Every finish unknown. Who are you racing with? Yes, it's true and I could not be more excited. I built another off road race car. This time, one of you, a trusted client of mine will be in the car with me for...
Is money holding you captive, like you don’t have time for any of this?
Last Saturday night Wendy and I saw the movie Collateral Beauty with Will Smith. Am I becoming an official movie critic or what? Ha, maybe I am. I loved the movie. I teared up several times in the show. I enjoyed the reminders in the show about love, death, and time....
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
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”
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...
Create more cash by watching…Dr. Strange.
How you can get more cash in your pocket by watching the new hit movie Dr. Strange. (Or, if you're not planning on hitting the cinemas, you can read this email and follow the easy steps below. If you are planning on seeing it in theaters...don't worry - no damaging...
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
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...
















