For Business Owners Who Are Tired of Working FOR Their Wealth

Breakaway Wealth Workshop - LIVE May 7 at 11:00 AM ET

Stop Playing. Start Owning.

Build a wealth engine for life.

Register FREE for the Breakaway Wealth Workshop

Show up LIVE and learn how to get the full Ownershift Book Bundle on us

LIVE May 7 at 11:00 AM ET

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On May 7 — Discover The 5 Shifts to go From Trapped Operator to True Owner

LIVE with Jim Oliver, Author of Ownershift and CEO of CreateTailwind

WHAT YOU'LL DISCOVER IN THIS WORKSHOP

REPLACE Wall Street with your own banking strategy — and fund your own deals
DISCOVER the 3 Wealth Destroyers that could be taking a significant portion of your income before you can use it
LEARN how to buy assets that print cash flow — starting with what you already know
STOP "doing everything yourself" and why this is the trap keeping your business from growing without you
UNDERSTAND how to build a Wealth Engine for Life — one integrated strategy, not isolated tactics

What People Are Saying About Jim Oliver and CreateTailwind

What is

OWNERSHIFT

Jim Oliver grew up broke. Not "we skipped vacations" broke — homeless. He built his way from nothing to owning 30+ businesses and managing $700M+ as a financial planner at a Fortune 100 firm, and creating a wealth strategy that runs without him.

Ownershift is the book where he shows you exactly how — and the 5 shifts any business owner can make to take control of their wealth, their time, and their legacy.

This isn't theory. It's what Jim did. It's what his clients have done. And most of his clients come from referrals.

You didn't start a business to work yourself into the ground.

Stop Playing. Start Owning.

-JIM OLIVER

You'll learn how to:

Replace Wall Street with your own banking system

Buy assets that print cash flow

Escape the trap of "doing everything yourself"

Build a true Wealth Engine for Life

THIS WORKSHOP IS FOR YOU

If you are a:

Business owner who makes good money but doesn't feel in control of their wealth
Founder or CEO who's built something real — but your personal net worth doesn't reflect it
Owner who's tired of advisors, CPAs, and coaches who've never signed a payroll check telling you what to do with your money

THIS WORKSHOP IS NOT FOR YOU

If you are:

An employee or aspiring entrepreneur who hasn't built a business yet
Looking for a get-rich-quick scheme, passive income hack, or "one weird trick"
Happy with the Common Path — max out your 401(k), trust Wall Street, and hope for the best

LIVE BONUSES:

bONUS 1: Ownershift — Physical Book & Digital Edition

Show up LIVE to learn how to get a free digital and physical copy of Ownershift shipped to your door — on us.

Bonus 2 - The Ownershift Book — 5-Shift Executive Briefing

Access to an exclusive fast audio edition of the book to consume in under 30 minutes for busy owners. Highlights the core principles and big takeaways.

Bonus 3 - The Ownershift Book — Wealth Assessment

Discover which of the 5 shifts is holding you back — and what it's costing you every month you wait.

Bonus 4 - 1-on-1 Breakaway Wealth Strategy Session

Your personal roadmap — built around YOUR numbers, YOUR business, and YOUR timeline.

Here's Everything You Get When You Show Up LIVE:

Ownershift — Physical Book & Digital Edition: The complete framework — read it on any device
The Ownershift Book — 5-Shift Executive Briefing: The entire book in under 30 minutes
The Ownershift Book — Wealth Assessment: Discover which shift is holding you back right now
1-on-1 Breakaway Wealth Strategy Session: Your personal roadmap — built around YOUR numbers

"I can equate working with CreateTailwind to that of a lighthouse guiding ships during foggy weather."

— Javier Heredia

Meet JIM OLIVER

Jim Oliver grew up in the foster system in inner-city Los Angeles. He didn't inherit wealth. He didn't have connections. He built everything from zero.

In 1988, he founded Creative Financial Services, which grew to over $700 million under management. He's built and owned 30+ businesses. But after years inside the traditional financial industry, he realized the system wasn't delivering the freedom it promised — not for him, and not for his clients.

That led him to train directly under R. Nelson Nash, the creator of the Infinite Banking Concept, and build a completely different approach to wealth — one designed by a business owner, for business owners.

Today, 60% of Jim's clients come from referrals. Not because of marketing — because of results.

CreateTailwind provides financial education and coaching. Content in this email is not personalized financial, legal, tax, or investment advice. No specific financial outcomes are guaranteed; individual results vary. Testimonials reflect individual experiences and are not necessarily typical.

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