IMPROVE one client at a time.
A holistic approach to CONSULTING including Banking, Finance, Tangible Investments, Insurance, Real Estate and Investments.
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.
- Life Insurance Broker License
- Mortgage Loan Officer License
- Real Estate Broker License
- Business Broker Permit
- Series 7 License
- Property Insurance Broker License
- Mortgage Broker License
- Property Management Permit
- Series 66 License
- Auto Insurance Broker License
- Mortgage Banker License
- Series 24 License
- Certified Public Accountant
- Certified Financial Planner
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.