Dynamic Life Goals

The Hole in Wall Inc.

Non Profit 501(C)(3)

Your commitment to providing a safe environment and supporting individuals in their recovery journey deserves the same level of protection for your family's financial future. We offer a full suite of personalized services designed to meet your unique needs. Our mission is to help you achieve your financial goals while building a lasting legacy that supports both your family and your continued service to those seeking a second chance and a new way of life.

Protect your Family. Build your Legacy.

Transform your Community.

What if your financial plan could secure your future and multiply your community impact?

We help families build generational wealth and retirement security while creating powerful opportunities to support The Hole in Wall Inc. and the causes you care about most.

Imagine:

✓ Financial freedom for your loved ones
✓ Tax-Advantaged wealth strategies
✓ A lasting legacy that provides second chances

One conversation could change everything.

📞 Contact us today and discover how to protect your legacy and transform lives in recovery—

at the same time.

Your compassion. Your family. Your future. Working together.

Specialized Financial Education and Retirement Planning for

The Hole in Wall Inc.

Tax-Advantaged Wealth Accumulation Strategies

Asset Protection & Qualified Plan Rollovers

College Education

Funds

Infinite Banking and Family Banks

Debt Management and Consolidation

Business Owner Strategies

Life Insurance, Living Benefits & Final Expense

Indexed Growth, ROTH, SEP & Traditional IRA

Estate And Legacy Planning

Morgage Protection

Term

Transform your Financial Future

& Support Second Chances

Discover how you can protect and grow your finances today. Our personalized strategy sessions show you powerful ways to secure your family's future while creating a legacy of compassion. Plus, learn how your giving can support The Hole in Wall Inc.'s mission of recovery and second chances while maximizing your financial benefits. Let's design your path to financial confidence and meaningful community impact.

THIW Organization Helping Others Overcome Homelessness and Addiction

  • Discover Hidden Financial Strategies

Get access to guaranteed protection, tax-free growth, and powerful solutions most people never hear about.

  • Don't Let a Health Crisis Become a Financial Crisis

Get coverage with real living benefits that pays you when you need it most.

  • Secure Your Family's Future and Legacy

Discover how to protect your retirement, create tax-free wealth, and ensure your final wishes are handled perfectly.

The Hole in Wall Inc.

Financial Wellness and Protection

to Transform Your Community

Don't Wait: Your purpose-driven planning starts today. Securing protection early means better rates—building a legacy that blesses your family and multiplies your impact on those seeking recovery and second chances.

Founders Benjamin and Glenda Shuler, The Hole in Wall Inc

  • A+ Rated

Insurance Carriers (Ameritas, Foresters, Pr)

  • Licensed

Financial Educators and Retirement Specialist

  • Local

Our Sacramento Team is at your Service

  • Support

Ongoing Support to help you achieve your financial goals

Products & Opportunities

  • Properly Structured Asset Protection Plans

  • Million Dollar Baby Plans

  • College Plans

  • 401k. 403b, IRA, Roth IRA, Rollovers

  • Living Benefits

  • Increase Cashflow

  • Reduce or Eliminate Capital Gain Taxes

  • Key Employee & Executive Bonus Plans

  • Succession Plans

  • Recession Proof Industry

  • Money, Time, & Location Freedom

Financial Education

  • Infinite/Family Banking

  • Rules of Money

  • Tax-Free Retirement

  • Increase Cashflow

  • Protection of Principal

  • Protection of Assets

  • Preservation of Real Estate

  • Funeral Concierge Planning

  • Long-Term Care

  • Retirement & Legacy Planning

  • Living Trusts & Wills

Why Choose Our Services

Values-aligned financial guidance: We understand compassionate giving and community impact principles
Generational wealth strategies: Build a legacy that blesses your family and supports recovery
Tax-advantaged charitable giving: Maximize your impact while protecting your assets
We serve your community: Dedicated to supporting The Hole in Wall Inc. families, friends, and their mission

Your Charitable Giving Supports The Hole in Wall Inc. with:

  • Recovery program support

  • Facility maintenance and improvements

  • Community outreach initiatives

  • Meeting space operations

  • Case management services

  • Housing assistance referrals

  • Other designated support for those in transition



Ready to Secure Your Families Future?

Free 45 minute consultation during a time that's best for you!

No obligation – just honest answers.

Contact: Tracy Wilson

📞 (754) 800-9001

📧 theholeinwall@dynamiclifegoals.com

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Email: info@dynamiclifegoals.com
Phone: 754-800-9001

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