Beyond Loans & Investments
Nine additional services that complete your financial picture — from credit repair to estate architecture.
Wealth Management
Holistic net-worth orchestration for households above $500K — coordinating investments, real estate, business interests, insurance, and tax strategy into one unified plan.
Retirement Planning
401(k) rollovers, Roth conversions, Social Security optimization, and income laddering for a tax-efficient retirement lasting 30+ years.
Credit Score Repair
FICO-certified specialists remove inaccurate negatives, negotiate settlements, and rebuild scores — average 95-point improvement in 6 months.
Debt Relief
Negotiated settlements on unsecured debt, consolidation loans, and structured repayment plans. Average client becomes debt-free in 24–48 months.
Credit Card
Premium rewards cards, balance transfer offers, and secured cards for rebuilding. Match with offers most likely to approve — no hard inquiry.
Master Card
World Elite Mastercard with travel credits, airport lounge access, concierge service, and 3% cash-back on dining — for qualified clients.
Tax Planning
Year-round tax strategy with CPA partnership. Quarterly projections, business structure optimization, and QBI deduction analysis included.
Estate Planning
Wills, revocable trusts, powers of attorney, and beneficiary audit. Coordinated with attorneys in your state — flat-fee, no hourly billing.
Auto Warranty
Vehicle service contracts covering powertrain, electronics, and emissions for up to 7 years/200,000 miles. Roadside assistance included.
Digital Payments
P2P transfers, ACH processing, and merchant services for small business. Next-day settlement, 1.79% + $0.10 transaction rate.