Division 02

Dynasty Wealth Builders

Administrative preparation and coordination for trust formation, business formation, and credit-building services — the paperwork foundation for what you're building long-term.

See Pricing Start Intake
Best Seller

Dynasty Wealth System™ Elite Master Workbook

Dynasty Wealth System Elite Master Workbook cover

An operational workbook — not a motivational book — walking you through the exact frameworks wealthy families use to build, protect, and transfer generational wealth: entity formation, business credit, tax strategy, real estate, life insurance, Infinite Banking, and legacy planning, in one system.

9 Complete Modules — 102+ Pages

  • Entity Formation & LLC Setup — structuring for protection, tax advantage, and scale
  • Business Credit Strategy — EIN, DUNS, PAYDEX, and tradelines from starter to six figures
  • Tax Planning & Strategy — entity election, deductions, depreciation, cost segregation
  • Real Estate Fundamentals — acquiring and holding property inside entities
  • Infinite Banking Concept — becoming your own bank through policy design
  • Life Insurance & IUL — cash value, index crediting, and death benefit planning
  • Legacy & ILIT Planning — dynasty trusts and wealth transfer strategy
  • Asset Protection — charging order protection, series LLCs, statutory trusts
  • Dynasty Blueprint — all nine modules assembled into one integrated system

Plus 7 Bonus Resources

Dynasty Blueprint visual chart, Entity Setup Checklist, Funding Readiness Checklist, Tax Planning Meeting Prep, Business Credit Tracker, Legacy Planning Roadmap, and Policy Planning Worksheet.

$47 Get the Workbook →

Instant digital download after purchase. Educational material — not legal or financial advice.

Scope of Services

What We Coordinate

01

Trust Formation

Revocable trust setup, 508(c)(1)(A) ministry trust setup, and Wyoming business holding trust preparation, with notarization coordination.

02

Business Formation

LLC setup, EIN and DUNS number applications, registered agent service, and business address, phone, and email setup.

03

Credit & Web Presence

Net-30 vendor accounts, business credit services, business tradelines, and professional website build with hosting.

Cam Security Builders is not a law firm, CPA firm, or investment adviser. Services are administrative, ministerial, and document-support only. We recommend independent legal and tax advice before relying on any structure.

Pricing

Fee Schedule

ServiceFeeBilling Basis
Formation Package — Revocable Trust + Wyoming Holding Company + Business LLC + Notary + Registered Agent + EIN + DUNS + Website$3,000One-Time
Monthly Compliance Service (optional)$100Monthly
508(c)(1)(A) Ministry Trust + Notary (separate add-on)$850One-Time
Credit Services (separate add-on)$1,500One-Time
Funding Assistance — nothing owed until you're funded10% or 15%Contingent, of funding secured
Business LLC Set Up (à la carte, outside the package)$700One-Time
Business Address$200$110 / yr renewal
Business Phone$200$240 / yr renewal
Business Email$100One-Time
Registered Agent (à la carte, outside the package)$100One-Time
Domain Registration$50$22 / yr renewal
EIN Number (à la carte, outside the package)$40One-Time
DUNS Number (à la carte, outside the package)$40One-Time
Net 30 Accounts$300One-Time
Professional Website (build) (à la carte, outside the package)$700One-Time
Web Hosting$300 / yr renewal
Business Tradelines (à la carte, outside the package)$1,500One-Time

The Formation Package includes registered agent, EIN, DUNS, and website — the à la carte prices above for those same items are for clients ordering them individually, outside the package. Tradelines are not included in the Formation Package — they're part of Credit Services, billed separately.

Funding Assistance fee is 10% of funding secured if the Formation Package fee was paid upfront, or 15% if it was not. Either way, nothing is owed until funding is actually secured — it is separate from and in addition to Credit Services above.

All setup fees are due in advance before work begins. Annual and monthly items remain the Client's responsibility for as long as those services are maintained. Fees are non-refundable once drafting, intake review, scheduling, document preparation, ordering, or third-party coordination has started.

Formation Package — $3,000 — everything included

  • Revocable Trust Setup + Notary
  • Wyoming Holding Company
  • Wyoming Registered Agent
  • Wyoming Bank Account
  • Business Name
  • Business Address
  • Business Phone Number
  • Business Email
  • Business Bank Account
  • Domain Name
  • EIN Number
  • Registered with Secretary of State
  • Statement of Information
  • Out-of-State LLC Registry (for the Wyoming Holding Company)
  • DUNS Number
  • SIC Code
  • 411 Listing
  • Business Website
  • Two Operating Agreements

Not included: Tradelines (part of Credit Services), the 508(c)(1)(A) Ministry Trust, and ongoing monthly/annual renewals (see Monthly Compliance Service below).

Monthly Compliance Service — $100/mo — optional

  • Business Phone Number (ongoing service)
  • Business Email (ongoing service)
  • Business Website Hosting
  • Wyoming Holding Company Annual Filing Fee
  • Domain Name Annual Renewal Fee

This service is not required — without it, you're responsible for renewing the business phone, email, hosting, domain, and Wyoming annual filing on your own.

Client Intake

Complete Your Order — Right Here

Fill this out, choose your service, sign, and upload your documents — no download, no separate email needed. Submitting this form sends everything to us over this site's secure (HTTPS) connection.

Your Information

Service(s) You're Ordering

Ordering trust or entity formation? After this form, also fill out the Officers & Trustees Checklist so we know who holds each role.

Upload Your Documents

On a phone, each button below opens your camera so you can photograph the document directly. On a computer, it opens your file picker.

Agreement & Signature

Review the full Service Agreement & NDA before signing.

This form submits over this site's encrypted HTTPS connection, which satisfies California Civil Code Section 1798.85 for sending a Social Security number online. Still, only submit this from a private network — not unsecured public Wi-Fi.

Questions First?

Contact Dynasty Wealth Builders