Joe Pantozzi
CLU, Chartered Financial Consultant
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Anthony J. Faso, CPA
Associate / Representative
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Cameron L. Christiansen
Associate / Representative
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Walter G. Sullivan M.D., J.D.
Associate / Representative
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Yvonne Z. Burke
Associate / Representative
 
 
Our Strategic Partners
 
Lizette B. Sundvick Esq
Recommended Strategic Partner
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S. Craig Stone, II, Esq
Recommended Strategic Partner
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Fraser Inouye, CPA
Recommended Strategic Partner
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Ray Poteet
Recommended Strategic Partner
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Tomas McFie
Recommended Strategic Partner
Over 35 Years of Expertise
At Alpha & Omega Financial Services, Inc., the focus is on privatized banking planning strategies.  Our firm offers insurance and financial services which are custom-fitted to business owners, professionals and entrepreneurs.

Our professional team of experts will show you how to build on a 200+ year proven method to become your own banker. The ADVANTAGES of Private Family Banking are:
  • Controlling Your Own Capital
  • Financing Equipment, Real Estate and Business Expenses
  • Funding College and Retirement
  • Paying Mortgages and Reducing Debt
  • Enjoying Asset Protection
  • Recycling Your Own Money
  • Recovering the Interest Previously Paid to Others
  • Avoiding Stock Market Volatility
  • Utilizing a Generational Planning Tool
  • Keeping more for your family and paying less to banks, finance companies and the government!
Contact Alpha & Omega Financial Services, Inc. today to become your own banker and unlock the vault to your financial success!

Infinite Banking Overview
 
Banks vs. Insurance
 
 
 
   
  How Privatized Banking Really Works
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This presentation is based on the book, Becoming Your Own Banker - The Infinite Banking Concept by R. Nelson Nash. This concept utilizes certain whole life insurance products. The UNIFI Companies (Ameritas Life Insurance Corp., Acacia Life Insurance Company and The Union Central Life Insurance Company) are not affiliated with the author and do not endorse the concept. The UNIFI Companies, its agents, and representatives are not authorized to give legal or tax advice. Before determining whether the Infinite Banking Concept is appropriate for you, please consult with your own Attorney or CPA. We also recommend that you read the book and share it with your advisor prior to making any decisions involving the Infinite Banking Concept.