Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:










Individual Retirement Accounts (IRAs)

Fixed Annuities

401K Plans/ 403B Plans/ TDA




Business Bank Statement Loan program

Commercial Real Estate Financing

Rehab/Construction  Real Estate Financing

Government Contract Financing

Medicare Contract Financing

Senior Housing and Healthcare Facilities Financing

Large Multi-family Building Financing

Collateral Loans

SBA Loan Programs




Medicare Supplements

Long-term Care

Life Settlements

Final Expense Plans ( Guaranteed Issue )

Simplified Issue Whole life insurance, regardless of health issues

Homeowner's Insurance

Business Insurance

Commercial Building Insurance

Auto Insurance



Elder care advisory & Senior Placement 

Foreclosure Tax Sale Recovery 

Purchase of Seller Held Mortgages 

Higher Education Funding for Private Universities