Perpetuate Your Family’s Prosperity
We Help You Build Multi-Generational Wealth and Create a Legacy of More Than Money
Most financial plans only focus on money. We help you build a legacy of wisdom, not just wealth, so your family is equipped to grow what you’ve built across generations. Through legacy financial planning and the Wealth Creator’s Cash Flow System, you’ll gain control, protect your values, and be your own banker.
Typical Financial Advice Is Broken (So We Fixed It)
Most financial advice pushes products, masks complexity, and leaves families without a clear strategy. It’s fragmented, transactional, and short-sighted. That’s why we created the Wealth Creator’s Cash Flow System—a proven framework that puts you back in control of your finances and your future.
This isn’t just about becoming your own banker. It’s about creating a system that funds your values, protects your family, and multiplies your impact across generations.
Here’s how it works:
- Stabilize your cash flow so you’re not building wealth on shaky ground
- Protect your assets through legal and financial structures that align with your legacy
- Grow purpose-driven wealth by investing in alignment with your values and vision
This is legacy financial planning that actually works—simple, strategic, and built to last.
Your financial life shouldn’t feel like a puzzle you have to solve alone.
Let us show you how to build a system that works for your life today—and your legacy tomorrow.
Learn more about how this system supports your financial legacy planning.
Introducing Our Wealth Creator’s Cash Flow System
The Wealth Creator’s Cash Flow System is a proven framework that puts you back in control of your finances and your future.
This isn’t just about becoming your own banker. It’s about creating a system that funds your values, protects your family, and multiplies your impact across generations.
How It Works
Accomplish Time and Money Freedom Systematically, Without It Being Painful, Complicated, or Haphazard
The Wealth Creator’s Cash Flow System simplifies your next steps, so you know what to do, when to do it, and why it matters - for your life today and your legacy tomorrow. It’s legacy wealth planning with clarity.
The Money Advantage Financial Legacy Planning is Perfect For:
Take Control of Your Finances
The Wealth Creator’s Cash Flow System simplifies your next steps, so you know what to do, when to do it, and why it matters - for your life today and your legacy tomorrow. Here are the core strategies we use to help you unlock its full potential.
Infinite Banking Concept
Tired of asking banks for permission? It’s time to become your own banker.
Use dividend-paying whole life insurance to access capital, grow wealth with tax-advantages, and build a legacy that lasts. Control your money—on your terms.
Family Banking Formula™
Build a lasting family banking system using dividend-paying whole life insurance.
The Family Banking Formula shows you how to grow, protect, and pass on wealth while teaching stewardship that lasts generations.
Family Legacy Planning
Create a multigenerational legacy rooted in faith, family, and purpose.
This framework goes beyond estate planning to help you transfer values, not just assets, so your descendants are equipped to thrive.
Cash Flow Strategies
Stop living by financial guesswork. Build a system that puts every dollar to work—with clarity, liquidity, and long-term purpose.
Learn how to optimize your income, reduce tax drag, and create a rhythm for real financial freedom.
Get Your Copy of Our Seven Generations Legacy Book
Get your digital copy of our new book Seven Generations Legacy: Design a Multigenerational Legacy of More Than Money today for just $4.99.
Learn more about our unique approach and take the first step toward better financial planning for your family, your money, and your legacy.
Who Are We
At The Money Advantage, we help legacy-minded families create lasting wealth through financial strategies that actually work. We’re not just here to help you become your own banker. We’re here to help you lead your family with confidence, steward what you've built, and multiply your impact across generations.
Our co-founders, Lucas and Rachel Marshall, along with Bruce Wehner, bring decades of experience in business ownership, cash flow strategy, and legacy-centered financial planning. We walk this road ourselves—and we guide families through every step of it.
Behind the scenes, we operate with a family office mindset—giving you access to an integrated team of trusted professionals across cash flow management, business growth, investment strategy, insurance design, Infinite Banking, tax mitigation, estate planning, and asset protection.
From podcasting and coaching to full-service implementation, we equip you with the clarity, tools, and guidance to build a financial system that actually works—for your life today and your legacy tomorrow.
Why the Money Advantage
At The Money Advantage, we believe your financial strategy should reflect your values, not someone else’s agenda. That’s why we created a proven system to help you reclaim control, simplify your decisions, and build a legacy that truly lasts.
Clarity with Purpose
Get a clear, purpose-driven path to legacy wealth—rooted in strategy, not just numbers.
Control and Confidence
Gain practical tools and personalized coaching to keep more of your money, become your own banker, and invest with confidence.
Generational Impact
Build lasting stability and impact with family-centered strategies designed to benefit generations to come.
Client Testimonials
*Individual Results, Results Not Typical. See Our Testimonials & Earnings Disclaimer For More Information.
Do the Most with Your Money
At The Money Advantage, we believe your financial strategy should reflect your values, not someone else’s agenda. That’s why we created a proven system to help you reclaim control, simplify your decisions, and build a legacy that truly lasts.
Here’s what you’ll gain when you work with us:
Clarity with purpose: A clear path to legacy wealth planning rooted in purpose, not just projections
More control over your money: Practical tools to keep more of the money you make and put it to better use
Confidence in your strategy: Personalized coaching to help you be your own banker and invest with confidence
Long-term family impact: Family-centered strategies that create stability and have an impact for generations to come
Whether you're just getting started or already building wealth, we’re here to guide you every step of the way.
Book a conversation today and begin designing the future you actually want to live.