Our Services

bull marketWhile 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:







Federal Employee Retirement and Healthcare Benefits Planning- (FERS) and (FEHB)

Elder care advisory & Nursing Home Financial Planning 

Medicaid Planning & Application

Dementia Care Financial Planning 



Medicare Supplements and Medicare Advantage Plans 

Long-term Care

Life Settlements

Final Expense Plans ( Guaranteed Issue )

Simplified Issue Whole Life 

Homeowner's Insurance

Business Insurance

Commercial Building Insurance

Auto Insurance



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/Rehab Programs (Real Estate)

Church Financing and Educational Workshop Programs 




Federal Employee Retirement Systems (FERS)

Individual Retirement Accounts (IRAs)

Fixed Indexed Annuities

401K Plans/ 403B Plans/ TDA