Robert Bernard

Las Vegas, NV/Pensacola, FL USA
I am a former rocket scientist who has a passion for helping business owners to improve productivity and business stability while reducing risks. My vision is that all high income earners are able to have their own bank to help their businesses grow/create intergenerational wealth using the Rockefeller Waterfall method.

To learn more, submit your information at the bottom of this page.
My Expertise:

As an Employee Retention and Premium Finance Life Insurance Specialist at WealthBridge Financial Group, I help business owners retain their top talent, manage risks, and build the valuation of the company by using Non-Qualified Deferred Compensation Plans, Premium Finance, and Infinite Banking Concepts.

I think about each clients situation to meet their most important needs and desires. I am committed to helping my clients use the tax code to their advantage and pass on as much wealth to future generations as possible.

Strategies for Business Owners

  • Employee Retention Programs
  • Key Person Life Insurance
  • Buy-Sell Agreements
  • Succession Planning
  • Retirement Planning for High Income Earners

Wealth Management Services

  • Premium Finance
  • Leverage LifeTM
  • Infinite Banking
  • Estate Planning

Advanced Tax Strategies

  • Maximize Tax-Free Retirement Income
  • Private Placement Life Insurance
  • Nearly eliminate Capital Gains Taxes on sales over $1,000,000

Risk Management

  • Asset Protection through Life Insurance
  • Guaranteed Income through Annuities

Simply fill out the form below to start learning how to increase and protect your own family fortune:

Agreement

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