What We Do

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We help businesses and individuals grow their money and find peace of mind through financial literacy programs and unique investment and security strategies. In today’s uncertain economic climate, it is more important now than ever to take the time to explore options and alternatives to commonly known investment vehicles, like 401(k) and IRAs, financial security, like life insurance, and total compensation programs, like employee benefits. 

Financial Empowerment

Growth Without Risk

We know that whether it’s your family or those you call family in your business life, it’s important to protect against life’s risks, reach your financial goals, and reduce market risk. That’s why we deploy these core concepts when working with businesses, their employees, and families. 


  • Protect years of accumulated growth and save on years of recovery with guaranteed principal protection. 
  • Any interest you have gained is secure and protected from market downturns.
  • Accumulate a cash value component that can be accessed tax-free in retirement and borrowed against the cash value or withdraws without incurring income tax. 


We teach people strategies to take

control of their financial future.

Example Of Products and Services Offered:

  • Financial Literacy
  • Proprietary  5-Year Retirement Plan with 3:1 Matching
  • Tax Advantaged Retirement
  • Specialized Programs with Index Strategies that include gains realtive to market with no losses
  • Diverse Life Insurance Products and Services
  • Living Benefits like Terminal, Chronic and Critical Illness
  • Key Man issurance
  • Buy-Sell Agreements

Unique Growth Options

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By combining market gains, protection against losses, and tax-free income, our unique insurance options provide a comprehensive approach to growing and preserving your wealth. Experience the peace of mind that comes with financial security and explore the possibilities these policies can offer you. 

Protect against life's risks

  • Ensure you are financially protected against untimely death, suffering illness or injury.
  • Protect against outliving your retirement.

Reach your goals

  • Enjoy flexible access to your policy's cash value.
  • Plan for a long and fulfilling retirement.


Reduce market risk

  • Protect your cash value with indexed strategies.
  • Benefit from the gains of the market without risking its downturns.

Attract And Retain Top Talent

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Unlock the potential of your workforce with our innovative approach. We understand that for small businesses, providing competitive benefits can be a challenge. That's why we're here to offer you a game-changing solution that sets you apart from the competition.



Businesses are spending 40-80% of revenue on total compensation for employees. With the increasing pressures to offer more flexibility, higher pay, and more protection for our people, this program offers the one solution we need – more money. 

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By using leverage your people get a potential 60-100% more benefits than what your contribution can provide alone. 


Our alternative 401k solutions meet the unique needs of your organization and your employees. We believe that retirement planning shouldn't be a burden to a business, but an opportunity for growth and financial security for themselves and their team members (both W2 and 1099). 


We understand the importance of attracting and retaining top talent. By offering our alternative 401k solutions, you position your business as an employer of choice, attracting high-performing individuals who value long-term security and growth.

We Offer Plans With

  • 3:1 matching using leverage
  • Gains relative to the market with no losses
  • Terminal, chronic, critical illness along with critical injury and Alzheimer's disease benefits
  • Potential income tax-free distributions
  • Bonus structures with tax advantages for the business
Schedule A Call

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By choosing Unique Growth, you not only provide your employees with robust retirement options, but you also send a powerful message: you value their long-term financial well-being and are committed to helping them achieve their financial goals.

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