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Safe Money Solutions for Every Generation

Going in the wrong direction financially? Do you need to change directions? Do you have questions or concerns about retirement? We could very well be the missing piece to your financial puzzle. We encourage you to explore the concepts and innovative ideas that we share with our clients. We hope you find these ideas beneficial for your family as well.
James Neathery and team are dedicated to growing, protecting and preserving our clients wealth with practical, uncomplicated solutions, regardless of their current financial situation. Whether you are currently accumulating wealth for retirement or you have already retired and would like to increase your income, we have the solution for you.

What is Safe Money Today?

Risk Transfer

Our firm’s philosophy is to reduce,

eliminate or transfer the risk of loss away from our clients and their portfolios.
We can show you how!

A Family Fortune

If you have a traditional 401K, 403B, IRA or tax sheltered annuity, you should consider the benefits of a multi-generational IRA. Contact us on how to get started!

Income Planning

Whether you’re current retired or nearing retirement, a stable income should be important to you. We can show you how to have this income that is increasing!

Meet Our Team


CEO, James Neathery & Associates

James Neathery specializes in providing strategic financial advice based on decades of research and experience in the fields of finance and economics. James is a disciple and student of R. Nelson Nash, the creator of the Infinite Banking Concept™. He is also a student of the Austrian school of economics.
<h2>Julee Neathery</h2>

Julee Neathery

Team Coordinator

<h2>Jana Neathery</h2>

Jana Neathery


<h2>Jake Neathery</h2>

Jake Neathery

New Business

<h2>Karol Woodard</h2>

Karol Woodard

Client Services

<h2>Dustin Neathery</h2>

Dustin Neathery

Digital Media


We absolutely do not believe in the one size fits all approach that is prevalent in the financial services industry. As individuals, each of us has a unique financial situation. Therefore, no matter where we are in the cycle of life, we can all benefit from a few powerful concepts. If there was a better way to save and invest, would you want to know about it? If so, how soon would you want to know?

The concepts shared here are only a few examples of what truly can be accomplished with proven and creative financial thinking coupled with correct action.

Get started today


Receive a retirement analysis using OnTrack:

This is income analysis software designed to show you when your current retirement plan will “redline.”

  • Attend a complimentary workshop luncheon
  • Attend a webinar
  • Receive a comprehensive analysis of your current portfolio
  • Subscribe to our newsletter
Get started today

Store / Suggested Reading


Check out some of the great organizations we work alongside and support


Here are some links to some organizations that we recommend you visit to learn more


To learn more, check out Infinite Banking's list of events at a location near you!


Infinite Banking Events

Visit our Event Page

Contact Us

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115 S Friou St, Alvarado, TX 76009
bankingwithlife.com | james@bankingwithlife.com