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.
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.

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
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.
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
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
✓ 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

Free 45 minute consultation during a time that's best for you!
No obligation – just honest answers.
Contact: Tracy Wilson
📞 (754) 800-9001
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Phone Number
Email: info@dynamiclifegoals.com
Phone: 754-800-9001