01

 Free Consultation

We invite you to schedule a consultation to discuss your financial goals and address any inquiries you may have. Our team specializes in investment management, retirement accounts and rollovers, annuities, and life insurance. During our initial meeting, we will provide a supportive and pressure-free environment to explore your thoughts and concerns. We offer the flexibility to meet via Zoom or phone at your convenience. Should you wish to proceed after our discussion, we will assist you in creating a profile to facilitate the upload of your documents.

02

Financial Review

This is where we start getting to work in reviewing your financials and looking for efficiencies to optimize your situation. We have a team of professionals that review investment portfolios, retirement accounts, annuities, life insurance policies, personal and business tax returns, real estate schedules. Our team goal is to be your advocate in finding ways to cut down costs, fees, or save you valuable time. Once complete, we will schedule a Presentation Meeting at a time that works for you to review our findings, either in person, or over Zoom.

03

Presentation Meeting

In this meeting, we will present our proposed ideas and strategies. We aim to present a comprehensive plan that integrates our expertise with your vision. Should our strategy align with your objectives, we will take the necessary steps to facilitate the opening and funding of your account.

04

Management

Upon the successful opening and funding of your accounts, we will commence with the ongoing management of your assets. A regular meeting schedule will be established—whether monthly, quarterly, or semi-annually—enabling us to review your portfolio, share insights, and address any concerns you may have. We are dedicated to providing you with consistent guidance aimed at helping you achieve your financial objectives.

01

Free Consultation

We invite you to schedule a consultation to discuss your financial goals and address any inquiries you may have. Our expertise encompasses a wide range of mortgage solutions, including Conventional and Non-QM loans, Jumbo Mortgages, Refinances, Home Equity options, as well as financing for Second or Vacation Homes, Investment Properties, Multi-Family Units, Commercial Ventures, and Private Capital. During our initial meeting, we will provide a comfortable environment for you to discuss your thoughts and needs without any pressure or obligation. We offer flexibility in scheduling our meeting via Zoom or phone at your convenience. Should you find our services align with your objectives, we will assist you in creating a profile to facilitate the document upload and application process.

02

Financial Review and Program Selection

Once your application is submitted and your financial documents are uploaded, our team of lending professionals will conduct a thorough review of your file. We will identify program options that best align with your needs from a network of over 200 lenders. This process not only saves you time but also protects your credit from multiple inquiries. Our extensive lender base allows us to effectively find the most suitable program available for you. If applicable, we will provide a prequalification letter and arrange the next meeting to advance your file into underwriting with the optimal program.

03

Game Plan Meeting

In the upcoming Game Plan Meeting, we will present an array of optimal program options tailored to your needs. Our team will assist you in selecting the most suitable program and lender. Upon mutual agreement, we will proceed to submit your file for underwriting. We take pride in our ability to close transactions efficiently, ensuring a seamless process for our clients. Once your file is in underwriting, our processors will maintain regular communication with you to address any additional requirements, thereby facilitating a smooth closing.

04

Closing

Upon the fulfillment of all requirements, our team will coordinate the closing schedule with you at your earliest convenience.

01

Free Consultation

Whether you are at the beginning of your career, in your peak earning years, approaching retirement, or already retired, we offer various strategies to help you preserve your wealth for future generations and establish a lasting legacy. Our firm collaborates with individuals and business owners to develop tailored approaches for the efficient transition of assets. In our discussions, we will address your family dynamics, charitable interests, assets, liabilities, and any other aspects that are significant to you. We will also provide a secure portal for the submission of necessary financial documents. We invite you to schedule a meeting to assess your current situation, allowing us to create a comprehensive plan that aligns with your objectives.

02

Financial Review

We systematically gather and assess your trust agreements, estate planning documents, business financials, retirement accounts, investment accounts, bank statements, and additional relevant materials to conduct a comprehensive financial review. Our objective is to identify opportunities to minimize deficiencies, enhance asset performance, and mitigate risk. Our team of financial professionals collaborates to analyze your complete portfolio and associated documents. While we do not provide legal or tax advice, we work in conjunction with attorneys and CPAs to explore strategic options. Upon finalizing our findings, we will arrange a Presentation Meeting to discuss our insights with you.

03

Presentation Meeting

In this presentation meeting, we will outline our proposals and strategic approaches. We aim to deliver a comprehensive plan that aligns our expertise with your vision. Our team is prepared to collaborate with your CPA and attorney to facilitate the implementation of your plan. Our primary goal is to ensure the security of your strategy and provide you with peace of mind.

04

Management

We will establish a regular meeting schedule—whether monthly, quarterly, or semi-annually—to review your portfolio, share insights, and address any concerns you may have. Our ongoing commitment is to ensure that you remain aligned with your financial goals.