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:
INVESTMENTS
Individual Retirement Accounts (IRAs)
Fixed Annuities
401K Plans/ 403B Plans/ TDA
FINANCING Services
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
SBA Business Loan Programs
Reverse Mortgages (HECM)
First Time Homebuyers (FHA)
Veterans Loans (VA)
No Income Verification Mortgages
Hard Money/Private Money (Real Estate)
Church Financing and Educational Workshop Programs
INSURANCE
Medicare Supplements and Medicare Advantage Plans
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
ADVISORY SERVICES
Elder care advisory & Senior Placement
Medicaid Planning & Application