Our Services

Investment Strategy

We like to help you create a strategy for your current financial needs while incorporating planning for the future. Many of our partners invest to sustain their current lifestyle well into retirement. We can email you simple forms that will provide our team the information needed to help you begin this plan.

Retirement Planning

Our main investment strategy is based upon retirement living. It is very simple once you understand how amortization can work for you instead of against you. We utilize property backed lending to help our partners see significant returns on their investments. This is especially fruitful when you are able to have a long term investment goal and strategy.

College Funding

Given the opportunity, our organization can help you plan for college funding. We offer investment options where you can start with a minimum investment of $10,000.00. Most of the time, our clients have the funds to make such an investment. Smaller investors are grouped with larger investors so funding can be provided for property and equipment purchases to individuals or businesses needing capital to start or expand their businesses. As always, we buy equity in the purchases of property or equipment to ensure our investment strategy is safe for our investment partners. We can offer you a safe investment strategy so when you need funding for college tuition, books, or room and board it will be available.

We help our partners with their philanthropy by incorporating plans for charitable trusts, honorary endowments, and multiple other options. Many people want to know their charity is going to help for a lifetime. We give our clients piece of mind by providing options that will ensure the investment made today will provide a legacy of generosity for their favorite charity.