About Us
At The Money Exercise, we specialize in helping high earners legally lower their tax burden and build unstoppable, tax-free wealth. Backed by over a decade of elite financial strategy and more than $100 million redirected from the IRS to our clients’ legacies, we don’t just protect money—we multiply it. Choose us because we don’t play by average rules—we help you build the extraordinary future you and your family deserve.
A Century of Expertise, One Mission: Building Your Wealth with Precision and Purpose.
The Money Exercise is proudly hosted by C & K Healthcare Advisors, a nationally recognized firm committed to helping high-income individuals, business owners, and professionals lower their tax liability, grow wealth 100% tax-free, and protect their legacy for generations to come. With more than 100 years of combined financial experience on our team, we’ve become a trusted source for elite strategies in tax mitigation, estate planning, infinite banking, and wealth preservation.
C & K Healthcare Advisors was founded with a simple mission: to serve with integrity, provide unmatched value, and always put families first. What began as a regional agency focused on Medicare, life insurance, and retirement planning quickly evolved into a powerhouse advisory firm operating across the nation. C & K is known for blending compassionate guidance with cutting-edge financial solutions—making once-exclusive strategies accessible to the people who need them most.
Our Co-Founder and President, Paul Castner, has been featured on
Fox47 News, The Wall Street Journal Select, The Boston Herald, and numerous other national syndicates for his expertise in the financial services industry. Paul is widely respected for his innovative approach to tax-free wealth building and his unwavering commitment to educating clients on the tools they need to protect what they’ve earned. At The Money Exercise, his leadership continues to fuel our mission: to help you take control, build wealth, and create the future your family deserves.
Don't take our words for it, Hear from our clients
Dr. George Owens, DO.
"As a physician, I thought I had a solid handle on my finances—until The Money Exercise showed me what I was missing. Not only did they help me legally slash my tax burden, but they also introduced me to a strategy that’s already multiplied my money by more than 10X. This isn’t just financial planning—it’s next-level wealth building. I only wish I had found them sooner."
Maxwell Tanner, Esq.
"I’ve spent my career navigating complex legal and financial matters, but what The Money Exercise delivered was beyond anything I expected. They helped me significantly reduce my tax liability and repositioned that money into a strategy that’s already growing exponentially. It’s rare to find a team that understands both the numbers and the legacy you’re trying to build—these guys do."
Kim Wexler, MBA-HCM
"With an MBA in Healthcare Management, I thought I understood retirement planning—but The Money Exercise opened my eyes to a whole new level of strategy. They not only helped grow my retirement wealth faster than I imagined, but also built in protection against rising healthcare costs and inflation. For the first time, I feel truly confident about both my future lifestyle and my future care."
Billy Jackson, DBA.
"As a Doctor of Business Administration, I’ve always believed in structure, strategy, and legacy—and The Money Exercise delivered all three. They helped me set up a revocable trust that protects my family from probate, and their wealth strategies ensure my kids, grandkids, and even great-grandkids are financially secure. They managed my money with authority, precision, and purpose—I couldn’t ask for more."
