The Original Founders' Approach

Looking for a Strategy West Financial Alternative?

Work directly with bestselling author Garrett Gunderson and the original founders of the cash flow banking concept. Experience the difference of a truly personalized, boutique approach to building generational wealth.

Explore Your Alternative Options

Why Families Choose the Rockefeller Method

When you're looking for more than just another insurance policy, these key differences matter.

Bestselling Author Leadership
Led by Garrett Gunderson, bestselling author of What Would the Rockefellers Do? and multiple other financial books.
Original Founder Vision
Continuing the authentic vision from the original creators of the cash flow banking concept, not a derivative version.
Boutique vs Factory
Personalized, relationship-based approach instead of high-volume, transaction-focused sales.
Higher Certification Standards
Our Rockefeller Method specialists undergo 100+ hours of training with ongoing education requirements.
Client-First Philosophy
Proven track record of prioritizing client success and generational wealth over business interests.
Comprehensive Method
Full Rockefeller Method including trusts, family governance, and multi-generational planning.

Led by Published Expertise

Garrett Gunderson

Bestselling author of What Would the Rockefellers Do?and multiple other financial books. Co-founder of the original Cash Flow Banking concept, now evolved into the comprehensive Rockefeller Method.

Multiple bestselling books on wealth strategies
Over 20 years in financial strategy
Thousands of families helped build wealth
Our Commitment to Transparency

As champions of the Rockefeller Method,, we believe in full transparency with our clients. While we cannot comment on ongoing legal matters involving other companies, we encourage all potential clients to:

  • Research any financial advisor or company thoroughly
  • Verify credentials and track records
  • Ask about business practices and client priorities

Our track record speaks for itself: Over 20 years of putting clients first, backed by bestselling author Garrett Gunderson's published expertise and commitment to ethical wealth building.

Who Benefits Most from Our Approach

Business owners seeking tax-efficient strategies

Families building generational wealth

High-income professionals maximizing protection

Those disappointed with "factory" approaches

Clients seeking ongoing partnership, not transactions

Anyone wanting to work with the original founders

What Our Clients Say

"After experiencing the 'factory approach' elsewhere, working with the Rockefeller Method team was refreshing. They took the time to understand our family's unique situation and designed a strategy that actually fits our goals. The difference between a transaction and a true partnership is night and day."

— Current Rockefeller Method Client

Experience the Original Vision

If you're seeking an alternative to the factory approach, discover what personalized wealth planning really means. Work with the original founders and bestselling author who continue to evolve and improve the strategies that help families build lasting wealth.

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