Eric and Diane started their courtship by fixing up the basement of their new 3plex, 30 years ago. We purchased that 3plex the same week Eric & Diane started the Marine Officer Basic School in Quantico Va. We kept buying real estate every time the Corps moved us. The mix of real estate and financial planning experience has enabled them to see opportunities and business with more clarity, and has enabled them to assist clients to increase their wealth and benefits, while lowering their overall risk. After leaving the USMC, Eric was VP of R&D and Operations with large telephone companies. (He has an MS in Telecommunications), but investing is his passion.
Although Private Equity Banking was not taught specifically during his MBA, the concepts were expressed by a chance "visiting attorney" who told the class "the most probable and secure way to make a fortune is...." That chance comment started Eric down the road toward Financial Freedom. Eric speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, Infinite Banking, and how to take your business online and go virtual.
He and his wife Diane, of over 28 years, have resided in "anywhere the Marine Corps wanted to send us," and are the proud grandparents of 9 grandkids. They are active in their church and community.
Barry has been involved in the financial and investment industry since 2001 and helped build a multi-million dollar real estate empire. The mix of real estate and financial planning experience has enabled him to see opportunities and business with more clarity, and has enabled him to assist clients increase their wealth and benefits, while lowering their overall risk.
Barry specializes in wealth & protection strategies, tax-free money planning and guaranteed retirement income planning. He is the co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide.
He and his wife Mindy, of over 27 years, have resided in St. George, Utah since 2009, and are the proud parents of 5 children. They are active in their church and community. Barry enjoys playing guitar, mountain biking, and spending time with his family.
I help people climb out of debt & achieve financial freedom. I teach individuals & business owners a proven financial literacy program that is based on 7 steps that allows people to get immediate control of their spending, debt, savings, & taxation.
Bill & Valerie Koski draw from their years of experience as business owners, and from working in the finance industry including investments, life insurance and mortgages. They assess the needs and goals of their clientele, and develop a personalized plan of action using innovative strategies. The goal is debt elimination, wealth creation, and asset protection. THEY LOOK FORWARD TO WORKING WITH YOU!