--- title: About Us description: Nates Financial Group is here to plan for retirement through Infinite banking strategies and Debt reduction with affordable healthcare and life insurance. --- [Skip to content](https://www.natesfinancial.com/about-us#main-content) Close - [Debt Management](https://www.natesfinancial.com/debt-reduction) - [Become Your Own Banker](https://www.natesfinancial.com/infinite-banking) - [Why Infinite Banking?](https://www.natesfinancial.com/infinite-banking-guarantees) - [Details about Infinite Banking](https://www.natesfinancial.com/infinite-banking-details) - [Steps to Get Started](https://www.natesfinancial.com/hubfs/Intro%20to%20Infinite%20Banking.pdf) - [FAQ](https://www.natesfinancial.com/infinite-banking-faq) - Other Services - [Retirement Solutions](https://www.natesfinancial.com/retirement) - [Businesses Services](https://www.natesfinancial.com/business-services) - [Comprehensive Estate Planning](https://www.natesfinancial.com/estateplanning) - [Healthcare](https://www.natesfinancial.com/healthcare) - [About](https://www.natesfinancial.com/about-us) SEARCH CONTACT PHONE HOTLINE: [321-288-7745](tel:321-288-7745) E-MAIL: [Brian@NatesFinancial.com](mailto:Brian@NatesFinancial.com) [Schedule Appointment](https://www.natesfinancial.com/contact-us-meet?hsLang=en) [![logo](https://www.natesfinancial.com/hs-fs/hubfs/Copy%20of%20%20NFG%20final%20logo%20(200%20%C3%97%20100%20px)-3.png?width=175&height=88&name=Copy%20of%20%20NFG%20final%20logo%20(200%20%C3%97%20100%20px)-3.png "logo")](https://www.natesfinancial.com?hsLang=en) [![Nates Financial Group](https://www.natesfinancial.com/hs-fs/hubfs/1-3.png?width=175&height=175&name=1-3.png)](https://www.natesfinancial.com?hsLang=en) - [Debt Management](https://www.natesfinancial.com/debt-reduction) - [Become Your Own Banker](https://www.natesfinancial.com/infinite-banking) - [Why Infinite Banking?](https://www.natesfinancial.com/infinite-banking-guarantees) - [Details about Infinite Banking](https://www.natesfinancial.com/infinite-banking-details) - [Steps to Get Started](https://www.natesfinancial.com/hubfs/Intro%20to%20Infinite%20Banking.pdf) - [FAQ](https://www.natesfinancial.com/infinite-banking-faq) - Other Services - [Retirement Solutions](https://www.natesfinancial.com/retirement) - [Businesses Services](https://www.natesfinancial.com/business-services) - [Comprehensive Estate Planning](https://www.natesfinancial.com/estateplanning) - [Healthcare](https://www.natesfinancial.com/healthcare) - [About](https://www.natesfinancial.com/about-us) PHONE HOTLINE: [321-288-7745](tel:321-288-7745) E-MAIL: [Brian@NatesFinancial.com](mailto:Brian@NatesFinancial.com) [Schedule Appointment](https://www.natesfinancial.com/contact-us-meet?hsLang=en) ![Nates Financial group compass](https://www.natesfinancial.com/hs-fs/hubfs/Close-up%20of%20hand%20holding%20compass%20in%20forest.jpeg?width=575&name=Close-up%20of%20hand%20holding%20compass%20in%20forest.jpeg) # ABOUT US ## NATES FINANCIAL GROUP ![Brian Nates](https://www.natesfinancial.com/hs-fs/hubfs/Brian%20Nates.png?width=300&name=Brian%20Nates.png)   "Innovation" and "outside the box visionary," with close to 20 years of experience in Financial Services, Business Development, and Product Development. When I lost my young wife to a horrible illness, it lit a fire in me that tomorrow is not promised, and I strive to make a difference for others today. I have had the blessing of getting mentored like a son at a young age by some affluent people who introduced me to the way money really works... and I love paying it forward to others. I am re-married to my beautiful wife, Brooke, who is also a young widow. We both believe God gave us a second chance at life and having a family. We are blessed with three beautiful children. Americans are crushed by DEBT, INTEREST, AND TAXES. We solve that with our educational approach as we show the truth on how their interest are working against them and teach them how to set up and use systems to have it work for them to create generational wealth and lasting legacies. Through our Legacy Planning Process, we start with the end in mind. Many of our clients also take advantage of our Will and Trust Creation package through Familylegacydocs.com, which sets it all up in an easy, affordable, and streamlined platform. We then flip the switch on their debt and turn it into contractual generational wealth with a proprietary Financial SAAS & Technology solution. Many times, I collaborate with advisors, life agents, realtors, mortgage pros, etc, to assist clients. Collaboration trumps competition any day of the week!   ![Nates Website (719 x 800 px)](https://www.natesfinancial.com/hs-fs/hubfs/Nates%20Website%20%20(719%20x%20800%20px).jpg?width=300&height=334&name=Nates%20Website%20%20(719%20x%20800%20px).jpg)   What WE DO: I help you create a life and legacy you never thought would be possible. I enjoy educating on advanced wealth strategies as well as what to do to stop wealth-eroding factors. Examples include practicing the Infinite Banking Concept as well as Velocity banking. Putting systems like this in place helps create a system to eliminate most of the interest in your life, paying off all debts, even a mortgage, in as little as five years without a change in lifestyle. In turn, clients turn debt into wealth and create a system of abundance, wealth, certainty, and control. By creating the Family Banking System, you will replace the function of banking in your life so that all the money flowing away from you can now flow towards your privatized system and create exponential generational wealth in the process. WHO WE WORK WITH: Clients and partners alike. Our objective is to make an impact with you and increase both clients’ and advisors’ odds of success. WHY WHAT WE DO WORKS: Our programs and strategies solve problems and develop instant credibility, more leads, more clients, and more business. Period. Helping people eliminate the banks from their lives, helping people plan their legacies, and creating their own will and trust make a true impact. If you want to be different, work with us. ##### **16+ years in Financial Services** ##### Key Note Speaker| Multiple Panels Member ##### Debt Elimination |Infinite Banking | Tax Free Retirement Strategies ##### Teacher of Financial Literacy and Money Concepts ![Brian Nates](https://21542679.fs1.hubspotusercontent-na1.net/hubfs/21542679/Brian%20Nates.png) Brian Nates Nates Financial Group ## SPECIALTIES - Advanced cash flow - Debt elimination and wealth creation education - Financial speaker and educator - Wealth and Financial coach - Wealth acceleration - Financial education and planning - Business builder - Financial professional - Business Networking - Marketing - Tax savings - Insurance - Real estate - Self-employed - Passive income - Employee benefits - Community education ## OUR BUSINESS PARTNERS We love the collaboration with our business partners & vendors. Here are a few we work with. ## LET'S HAVE A CHAT AND TALK ABOUT YOU [![Copy of NFG final logo (500 × 200 px)](https://www.natesfinancial.com/hs-fs/hubfs/Copy%20of%20%20NFG%20final%20logo%20(500%20%C3%97%20200%20px).png?width=500&height=200&name=Copy%20of%20%20NFG%20final%20logo%20(500%20%C3%97%20200%20px).png)](https://www.natesfinancial.com?hsLang=en) Delivering clients out of the burden of debt and into a lifetime of financial freedom and wealth.   - [About](https://www.natesfinancial.com/about-us) - [Contact Us](https://www.natesfinancial.com/contact-us-meet) Copyright 2025. All rights reserved. | All information on this website is provided as general education and is intended to be used for informational purposes only. It is not intended as a solicitation for you to buy or sell securities, buy or sell registered investment advisory products; buy or sell any type of insurance product; or buy or sell any type of non-licensed product. Nothing contained on this website shall be construed or interpreted by any party as a commitment or intent to purchase or sell any products or services; to initiate discussions; or to engage in any business relationship, contract, or future dealing with the other party. The strategies and information provided on this website might not be the best solution in all cases. Projections and information provided on this website regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. Using alternative assumptions could produce significantly different results. No tax information contained in the analysis should be construed as any tax advice. Please consult your tax advisor for specific tax advice. - [Privacy Policy](https://www.natesfinancial.com/privacy-policy) ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "", "addressLocality" : "Zionsville", "addressRegion" : "Indiana", "postalCode" : "", "streetAddress" : "6165 Eagle Lake Drive" }, "email" : "Brian@NatesFinancial.com", "knowsLanguage" : "", "logo" : { "@type" : "ImageObject", "url" : "https://21542679.fs1.hubspotusercontent-na1.net/hubfs/21542679/Copy%20of%20%20NFG%20final%20logo%20(200%20%C3%97%20100%20px)-3.png" }, "name" : "Nates Financial Group", "telephone" : "321-288-7745", "url" : "https://www.natesfinancial.com/about-us" } ```