"Tailored To Ensure Your Finances Are Well Dressed"

"Tailored To Ensure Your Finances Are Well Dressed"

Are you ready to find yourself, find your money, and fund your future?

  • Uncover What’s Holding You Back

  • Clarify Your Goals and Priorities

  • See If We’re the Right Fit to Work Together

Does this sound like you?

Problem #1


"I’m contributing to my 401(k)... but I’m not sure it’s enough."

You’re saving money, but don’t feel confident about how it’s growing or what it means for your future.

Problem #2


"I’m working hard, but my money isn’t moving."

You’re doing everything “right”—good job, saving money—but you feel stuck and unsure how to build real wealth.

Problem #3


"I’m afraid I’ll outlive my savings or be stuck working forever."

You don’t want to be dependent on your job or retirement account alone—and you want options, not restrictions.

Rhonda was looking for guidance to get into investing...

“I worked with Lonzie on borrowing against my savings in order to invest in real estate. I flipped the money for more than I expected. It was like making money in my sleep. I was very happy with that deal and it was very successful. 

I am very proud of myself for taking those steps. I stepped out in faith in fear but in the long run it paid off and was very successful. I will be doing this process again. 

I just want to thank Lonzie for that.”

Rhonda Smith | HR Director

About Your Financial Professional


Lonzie Greene, affectionately known as Mr. Flip Your 401(k) has over 20 years collective experience in the retirement benefits and finance industries.

He currently serves as a retirement plan manager for a healthcare system. Throughout his career, Lonzie has been passionate about educating others on retirement planning, but it wasn’t until he discovered the power of life insurance as a wealth-building tool in 2022 that his perspective shifted.

Initially skeptical, Lonzie became a client first and quickly saw the real-world results—using insurance to invest in real estate, grow side income through car rentals, and pay down debt.

In his 20s and 30s, he leveraged his finance knowledge and connection with a mentor to borrow from his 401(k), ultimately building a multi-six-figure operation while working full-time. Inspired by his own successes,

Lonzie has become an insurance agent and now combines his deep retirement expertise with his insurance experience as a financial services professional to help

corporate employees become their own personal banks, secure lifelong income, and retire comfortably.

Through his business, books, and courses, Lonzie is on a mission to help others grow and protect their income and build a legacy for future generations.

If you're tired of dealing with these problems...


"Tailored To Ensure Your Finances Are Well Dressed"


"Tailored To Ensure Your Finances Are Well Dressed"