108 Capital Management

Expert Financial Solutions for You

Financial planner (show on map)

5.0

★★★★★

12 reviews

108 Capital Management educates individuals and families to build enduring wealth, protect their legacies, and navigate life’s financial complexities with wisdom, clarity, and purpose.

Call (972) 829-6173

Navigate to Visit website

About

At 108 Capital Management, our mission is to educate individuals and families to build enduring wealth, protect their legacies, and navigate life’s financial complexities with wisdom, clarity, and purpose. We offer client-first solutions, a professional team, diverse planning approaches, and advanced technology to simplify financial life and achieve wealth preservation.

Client-first solutions

Professional team with specialized credentials

Diverse planning approaches

Advanced technology integration

Services

Comprehensive Planning

A holistic approach that includes asset protection, estate planning, financial planning, and mortgage solutions.

Asset Protection Planning Estate Planning Mortgage Planning Retirement Planning

Asset Protection Planning

Protects personal assets from lawsuits, particularly negligence claims, through LLCs and strategic planning.

Limited Liability Companies (LLCs) Negligence Lawsuit Defense Professional Liability Coverage

Life Insurance Made Easy

Explains various life insurance options, focusing on Retirement Life™ policies with tax-free growth and multiple benefits.

Retirement Life™ Policy Tax-Free Accumulation Index-Linked Cash Growth No Downside Risk

Mortgage Planning

Offers tools and services to help clients navigate home buying, mortgage calculations, and refinancing decisions.

Proprietary Home Search Tool What’s Your Home Worth? Mortgage Calculator Suite

Credentials & Certifications

MBA

CWPP™ (Certified Wealth Protection Professional)

CAPP™ (Certified Advanced Planning Professional)

Reviews

Rating

★★★★★

Reviews

"He is very knowledgeable and communicates the right solution."

Frequently Asked Questions

Why are IULs so aggressively marketed on Social Media? +

IULs are marketed aggressively due to their potential for tax-free growth and market-linked returns, appealing to those seeking long-term financial strategies.

What is the difference between Indexed Universal Life and Custom Whole Life? +

Indexed Universal Life (IUL) policies offer market-linked growth with no downside risk, while Custom Whole Life provides guaranteed cash value growth and is often used in Infinite Banking Concepts (IBC).

How does Life Insurance Made Easy work? +

Life Insurance Made Easy explains various life insurance options, focusing on Retirement Life™ policies that offer tax-free accumulation, index-linked growth, and multiple benefits like long-term care and critical illness coverage.