Hi there! Thank you for stopping by to get to know me and how I can help you become financially independent.

Here are few videos that focus on how I teach you to use Infinite Banking in all aspects of your financial life. Cash value life insurance is the only way to create more wealth and leverage your cash flow.

Brandi Jo Newman is interviewed by The Strategic Wealth Network – 2009

Here’s my long bio and how I arrived here today:

Born into a family of bankers, cattlemen, oilmen and good ol’ boys, Brandi Jo learned at an early age how to communicate with different personalities. She started playing golf at age six with lessons from her mother. She attended Stephen F. Austin State University in pursuit of a forestry degree. She later left college to pursue her dream of playing on the LPGA Tour. After injuries and a drive for something more, she moved to Scottsdale, Arizona and started working with a V.P. at Prudential Securities marketing his financial services practice.

Moving on to A.G. Edwards and Merrill Lynch, Brandi Jo soon learned that the financial services industry is about people and not products. Trust and integrity between client and advisor are the foundation to a successful financial services career.

She founded an insurance and financial services practice in 2003 working with The Financial Process Group. In 2008, Brandi Jo was a founding member of Personal Economics Group, a start up in Austin, Texas. After ten years with PEG, Brandi Jo took some time off to figure out how she can reach more American families and businesses through online and social media marketing.

Now in 2022, Brandi Jo has built a boutique financial services firm that teaches Infinite Banking exclusively.

More and more people are joining Brandi Jo, because she teaches her clients how to enjoy more of their income with no market volatility and less taxes.

Brandi Jo does not charge any fees for her planning process. The only item needed is a commitment of time and discovery between you and Brandi Jo.

To begin begin your journey towards financial independence, schedule a no cost, no obligation consultation with Brandi Jo. She’ll go through the entire process and show you how easy it is to implement Infinite Banking.

Do not hesitate to find out how much or how little your cash flow and assets will give you over your lifetime.


Helping families, individuals and businesses realize their money’s and asset’s full potential.