Financial Reason is an affiliated partner of Desert Rose Capital Management (DRCM), a boutique Registered Advisory Firm headquartered in Boise, Idaho.  The core team of Kirk Stafford, Dan Thompson, Jeff Nichols, and Bryan Trenary consider themselves "Financial-Preneurs" in addition to being actual entrepreneurs, wealth adviser experts, and insurance experts. And, Jeff Nichols as a practicing attorney brings along legal references when and where needed. Together, we've created a combined Financial Reason team that has 130+ years in financial-related activities. In conjunction with our deep organization of behind-the-scenes operating talent, each of our core-four corroborates their unique talents to facilitate the Infinite Abundance Program to improve the lives of one person, and one business, at a time.

Moving on from an energy start-up venture in 2016, Bryan Trenary started his tutelage and new chapter under renowned wealth advisor, Dan Thompson. Dan's Wise Money Tools entity has been a gift for thousands of appreciative followers who value his common sense approach to wise investing outside of the Wall Street hustle. Dan's passion for safety and security has made him a rock star in the infinite banking space through his teachings on the wise use of properly constructed life insurance.

Upon Bryan's introduction to Dan Thompson's business partner, Kirk Stafford, a new team was formed to fully promote the unique benefits of Kirk’s Flex Method to the world. Within a short window of time, Bryan was able to share the dream of helping individuals and business owners the "Infinite Abundance" concept of foundational wealth and security to his business partner and attorney Jeff Nichols.

Bryan's vision of creating a dream team of outside the box thinkers, all with unique talents perfectly equipped to teach and educate what Kirk Stafford started with his Flex Method, was born. Financial Reason is a dedicated platform to teach the values of what we call our Premium Yield Insurance Contract Portfolios and our Infinite Abundance Program that amplifies the benefits of these Premium Yield Insurance Contracts.

Financial Reason is based in Kirkland, WA with a focus on the Pacific Northwest, but with the advent of modern communications, we help people in all 50 states. The core team of four, Kirk, Dan, Jeff, and Bryan, in concert with the entire deep bench of talent at the Boise HQ, interact daily to develop a life-changing financial strategy 100% insurance-focused that perfectly dovetails with your unique financial DNA. This focus creates an abundant life and an abundant mindset not only for today but for generations.

Welcome, we can't wait to meet you!