Project Management Support

Need project support?

We provide support services for builders, developers, general contractors, and sub-contractors for residential or commercial projects. Which enhance the project to your clients. We use a software system approach to integrate the project into saving you money from suppliers and sub-contractors. We take your bids and break them down into feasible numbers that make you look like a star!

Financial Planning, Managed Accounts, Retirement Annuities, Life Insurance, and Settlement Advisory Services (fixed and indexed)

There are individuals, professionals and businesses that if aware, in addition to their CPA and attorney advice would retain a trusted advisor (TA). We specialize as such.

Although our goal is ‘safe money’ products, we will never tell anyone that investment securities is not an option if preferred. Our ultimate goal is helping clients make smart choices about money. We believe this is possible in a safe money environment.

Of course investing in securities has a use.

We represent some of the largest financial service companies with advanced departments in law and tax advice available! Our back office has experience in managing medical facilities. We use them as a resource for investments and fixed products. We prefer fixed products for those individuals who want investments, we are available through a series 65 as a fiduciary. We will review and discuss estate and any (LTC) long term care issues as apart of the plan . Investment Advisors at Broker Dealers (BD) are paid separately a fee from the client what is invested in the market with the BD. They’re called IAR’s (investment advisor representatives) we are registering for this license with the SEC and FINRA.

We personally believe that if a person gives a dollar to invest, that they want that dollar back. Plus a nice tax efficient return if possible? Unless of course, they’re willing to assume all risk of loss! We believe in the products and services. Plus the state requires a full written disclosure.

DISCLAIMER;

We never touch client funds. with the exception of; our flat fee or hourly rate. All other client funds are handled exclusively through financial institutions as placement commissions.