We Help Business Owners Architect 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.
We help you ensure that none of your hard work goes to waste. We give you the knowledge, tools, and strategies to build and pass on a generational wealth legacy.
Get Your FREE Hardcover Books!
Get two books from our founder, Michael Isom, to learn in depth how we help you protect, grow, and pass on wealth.
How We Architect Your Wealth with the AIS Triangle
We architect your wealth safely and predictably within the framework of our core philosophy. This is comprised of the three points of the AIS triangle:
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.
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.
Your #1 STRATEGY is Guaranteed, Protected, & Liquid
Our core strategy is to do everything we can to minimize risk and give you safety and control. This means using products that are guaranteed, protected, and liquid.
We Show You How to Leverage Insurance to Maximize Your Quality of Life and Architect Generational Wealth
But the wealthiest individuals, families, and institutions understand the power of insurance. They leverage it to grow, protect, and unlock their wealth while their alive, and pass it on when they die.
In an ideal financial plan, you are able to:
Schedule a Strategy Session
Let’s meet via web conference to start architecting your wealth.
Minimize risk and prevent loss of money.
Earn a rate of return on your money.
Minimize taxation on the money you accumulate.
Minimize taxation on the money you distribute.
Have money available that you can use throughout your life.
Have a systematic flow of money into your plan.
Have contingencies for death, disability, emergencies, and unforeseen factors.
Have economic certainty.
Have the flexibility to make changes to your plan.
We help you do all of this with a strategy that integrates 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.
Our Story
I’m Michael Isom, the founder of Vault AIS. 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.
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.
Our Clients Say:
Why Choose Us?
We Help You Enjoy Your Wealth Today and Still Leave a Generational Legacy
We Literally Wrote the Book on the Best Method for Architecting Sustainable Wealth!
What Would the Rockefellers Do? reveals the plan 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
Decades of Experience and Highly-Specialized Training
We Maximize Your Benefits, Not Our Commissions
Educational Approach and No High-Pressure Sales Tactics
Simplified Expertise in Overfunded Whole Life Insurance
Versatile Coverage Options
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