Financial Advisors
Mesa, AZ
Factum Financial is a wealth strategy firm specializing in Infinite Banking—using dividend-paying whole life insurance to help clients become their own bankers and build wealth outside traditional Wall Street and commercial banking systems. The team of wealth strategists focuses on life insurance, financial education, and legacy planning, serving over 2,120 families and creating $756 million in protection and legacy value. They partner with OneAmerica Financial and offer educational resources, personalized implementation systems, and an action-oriented community approach to help clients develop strong financial habits and regain control of their money.
Ideal for: Real estate professionals, business owners, families seeking wealth preservation and legacy planning, individuals wanting alternatives to traditional banking and investment approaches
Service area: Mesa, Arizona and surrounding communities
Infinite Banking Specialization: Factum Financial focuses exclusively on whole life insurance-based wealth strategies that allow clients to build cash reserves and take loans against their policies, becoming their own source of financing rather than relying on banks.
Educational-First Approach: The firm emphasizes financial literacy through free courses, videos, articles, and their Beat the Banks podcast, ensuring clients understand the principles behind their strategies before implementation.
Keller Williams Partnership: As the exclusive financial education partner to the Keller Williams Wealth Community, Factum Financial serves both individual clients and real estate professionals seeking to integrate wealth-building strategies with their business.
Address: 4860 E Baseline Rd Ste 107, Mesa, AZ 85206
Phone: (928) 241-0668
Website: factumfinancial.com
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