Edward Jones

Are you struggling to manage your business’s finances? The experts at Expex in Latham, NY, have created an innovative and user-friendly bookkeeping program to help small and medium-sized businesses meet their accounting and financial needs.

HistoryWhile searching for financial independence, I came across the Infinite Banking Concept, which was created by R Nelson Nash, a wealth strategy that put me in control of my financial success. After implementing this strategy myself I began sharing this concept with other to help them realize the solution to financial independence.SpecialtiesAt Cash Flow with Benefits, our mission is to educate and support individuals and business owners with taking control of their financial lives by reclaiming the banking function. To help them strengthen their finances and work toward achieving a sense of financial wellness. We focus on the specific asset of dividend-paying, whole life insurance from mutual insurance companies 100 years old or more. Working with clients to address the banking function, how money flows in and out of your control. Ensuring that your goals are first and foremost being addressed while implementing the Infinite Banking Concept. A wealth strategy used to build a store of capital for financing the major items purchased during your lifetime, such as vehicles, property, investment opportunities, business equipment, etc.

SpecialtiesWe specialize in assisting small to medium sized business increase their ROI on existing marketing. We work with business owners to increase their sales with little to no increase in their marketing budget.