CONSULTING

MISSION

IMPROVE one client at a time.

STRUCTURE

A holistic approach to CONSULTING including Banking, Finance, Tangible Investments, Insurance, Real Estate and Investments.

ORDER

CONSULTING services will begin with Insurance, Finance, Real Estate, Tangible Investments, Investments, and ending with Banking. The following licenses, permits and certifications are required in the order listed below.

  1. Life Insurance Broker License
  2. Mortgage Loan Officer License
  3. Real Estate Broker License
  4. Business Broker Permit
  5. Series 7 License
  6. Property Insurance Broker License
  7. Mortgage Broker License
  8. Property Management Permit
  9. Series 66 License
  10. Auto Insurance Broker License
  11. Mortgage Banker License
  12. Series 24 License
  13. Certified Public Accountant
  14. Certified Financial Planner

BALANCE

The Total Cost is made up of the licenses, permits and certifications needed to IMPROVE one client at a time. A portion of the revenue is reinvested in the PROJECTS section.

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