01

 Free Consultation

We invite you to schedule a consultation to discuss your financial goals and any inquiries. Our team specializes in investment management, retirement accounts, annuities, and life insurance. In our initial meeting, we provide a supportive, pressure-free environment to explore your concerns. We can meet via Zoom or phone at your convenience. If you choose to proceed, we will help you create a profile to upload your documents.

02

Financial Review

We begin by reviewing your financials to identify efficiencies that optimize your situation. Our team of professionals analyzes investment portfolios, retirement accounts, annuities, life insurance, tax returns, and real estate schedules. Our goal is to advocate for you by cutting costs, reducing fees, and saving time. After our review, we’ll schedule a Presentation Meeting at your convenience, either in person or via Zoom, to discuss our findings.

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

Once your accounts are opened and funded, we will begin managing your assets. We'll set a regular meeting schedule—monthly, quarterly, or semi-annually—to review your portfolio, share insights, and address any concerns. Our goal is to offer consistent guidance to help you achieve your financial objectives.

01

Free Consultation

We invite you to schedule a consultation to discuss your financial goals and any questions you have. Our expertise includes various mortgage solutions like Conventional and Non-QM loans, Jumbo Mortgages, Refinances, Home Equity options, and financing for Second Homes, Investment Properties, Multi-Family Units, and more. Our initial meeting will be a comfortable, pressure-free environment to address your needs. You can schedule via Zoom or phone at your convenience. If our services align with your objectives, we’ll help you create a profile for document upload and application.

02

Financial Review and Program Selection

After you submit your application and upload financial documents, our lending team will review your file. We’ll identify the best program options from multiple lenders, saving you time and protecting your credit from multiple inquiries. Our extensive network helps us find the most suitable program for you. If applicable, we’ll provide a prequalification letter and schedule the next meeting to move your file into underwriting with the optimal program.

03

Game Plan Meeting

In the upcoming Game Plan Meeting, we will present optimal program options tailored to your needs. Our team will help you choose the most suitable program and lender. Once agreed upon, we will submit your file for underwriting. We pride ourselves on closing transactions efficiently, ensuring a smooth process. After submitting, our processors will communicate regularly to address any additional requirements and facilitate 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 starting your career, in your peak earning years, approaching retirement, or already retired, we provide strategies to help you preserve wealth for future generations and create a lasting legacy. We work with individuals and business owners to develop tailored asset transition plans. Our discussions will cover your family dynamics, charitable interests, assets, and liabilities. A secure portal will be available for submitting financial documents. We invite you to schedule a meeting to assess your situation and create a plan that aligns with your goals.

02

Financial Review

We gather and assess your trust agreements, estate planning documents, financial statements, retirement and investment accounts, and other relevant materials for a thorough financial review. Our goal is to identify ways to minimize deficiencies, enhance asset performance, and mitigate risk. Our financial team analyzes your complete portfolio in collaboration with attorneys and CPAs to explore strategic options. After finalizing our findings, we will schedule a Presentation Meeting to share our insights with you.

03

Presentation Meeting

In this meeting, we will outline our proposals and strategies. Our goal is to deliver a plan that aligns our expertise with your vision. We are ready to collaborate with your CPA and attorney to implement your plan securely, ensuring your 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.