Top Wealth Agenda, owned by Marc Beshears, is a financial firm based in Naples, FL that specializes in providing personalized financial solutions to help individuals, families, and businesses achieve their financial goals and dreams. With a focus on safety, predictability, and tax-favorable strategies, they offer services such as retirement solutions, estate planning, education solutions, charitable planning, business financing, real estate strategies, and insurance options.
With over $100 million of additional wealth built for their clients through safe and proven financial strategies, Top Wealth Agenda is known for helping their clients grow their wealth and achieve financial security without the risk and volatility of the stock market. Marc Beshears, an Authorized Bank On Yourself Professional, combines his expertise in the Infinite Banking Concept with his successful business experiences to provide guidance and implement cash flow and debt management systems for his clients, ensuring wealth is built safely and predictably in any economic environment.
Generated from the website