Our team conducts an in-depth consultation to understand each client’s unique financial situation, goals, and risk tolerance. Based on this, we craft a personalized strategy that aligns with their objectives

Yes, we offer specialized services for businesses, including corporate tax planning, business succession strategies, and risk management solutions tailored for enterprises.

Asset protection is a cornerstone of our services. We employ a combination of strategic investment, legal structures, and insurance solutions to safeguard your wealth against potential threats.

Absolutely. Our team includes tax specialists who can guide you through the tax nuances of your investments, ensuring you benefit from available tax advantages while staying compliant.

Investor RE Loans are loans designed for real estate investors who want to purchase, renovate, or refinance properties for rental income or resale.

Investor RE Lonas offers competitive rates, flexible terms, and fast closings. They also allow you to leverage your existing portfolio and access more capital for your projects.

To qualify for Investor RE Loans, you need to have a minimum credit score of 620, a minimum net worth of $100,000, and al minimum liquidity of $50,000. You also need to provide a business plan, a property appraisal, and a rent roll.

The approval process usually takes 2 to 4 weeks, depending on the complexity of the deal and the completeness of the documentation. Once approved, you can expect to close in 10 to 15 days.