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Sonda Frattini

Sonda Frattini CLU, ChFC

Sonda founded Park South Group located in Charlotte, NC after 20+ years in the financial services industry. She has a background in advanced planning concepts, coaching, training and joint work and was awarded the 2009, 2010 2011, 2012 Bronze GAMA Leadership award for UNIFI Companies. What makes Sonda unique is she has incorporated Nelson Nash's Infinite Banking Concept into her practice. Park South Group offers seminars educating individuals on how to "Become Your Own Bank". Whenever a person needs to buy a new car, send a kid to college, pay for a wedding, go on a cruise, fix the furnace, etc., he wouldn't borrow from a conventional lender, and he wouldn't even draw down "cash" sitting in a bank CD or other type of "savings account." Rather, the person would get a policy loan from the insurance company, using his (well-funded) whole life insurance policy as the collateral. Then, instead of making periodic "car payments" (or whatever the big-ticket item was) to the conventional lender, the person would direct the same cash flow to the insurance company. The concept makes sense, and can be used in a simple household situation or even a large business.
Carl Rogers

Carl E Rogers, Jr CLU, ChFC, AEP

I have had the opportunity to work with business owners, high net worth individuals and young families since 1982. Most of these relationships focused on issues addressing retirement planning, business succession planning, estate planning and executive compensation planning. It's also been a pleasure to assist many young families in their journey toward financial independence. Helping my friends create an alternative to traditional money management has been my major focus for many years. I am happily married to Molly and together we have 8 children ( actually young adults) and 13 grandchildren.