CONSULTING

MISSION

IMPROVE one client at a time.

STRUCTURE

A holistic approach to CONSULTING including Banking, Finance, Communications, Logistics, Real Estate and Investments.

ORDER

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

  1. Real Estate License
  2. Business Broker Permit
  3. Mortgage Broker
  4. Insurance Broker
  5. Series 66 License
  6. Series 7 License
  7. Certified Public Accounting
  8. Certified Financial Planner

BALANCE

The Total Cost is made up of the licenses, permits and certifications.