Commercial real estate lending and life insurance solutions delivered by professionals with decades of combined experience.
Commercial Mortgage Lending
Tailored lending and solutions, delivered by licensed professionals with decades of combined experience. Move forward with clarity, speed, and confidence.
Loan sizes range from $75,000 – $150,000,000.
Bridge Loans
Bridge Loans
Short-term financing to cover immediate obligations while permanent funding is arranged.
DSCR Loan Lending
DSCR Loan Lending
Financing for income-producing and mixed-use properties with clear terms and timelines.
Multi-Family Loans
Multi-Family Loans
From small apartment buildings to larger complexes, structured around NOI and DSCR.
Specialty Loans
Specialty Loans
Tailored solutions for unique property and financing needs.
Life Insurance
Final Expense
Final Expense
Final Expense insurance (also known as burial insurance) is a permanent whole life policy that helps loved ones cover funeral, medical, and legal expenses, without financial stress. Our providers offer whole life plans that build cash value/loan value over time. No medical exam needed. Available for individuals ages 0 to 85.
Whole Life
Whole Life
Lifetime protection with guaranteed premiums and cash value that can be accessed while living.
Term Life
Term Life
Affordable coverage for 10–20 years with a clear, guaranteed death benefit.
Fixed Index Universal Life (FIUL)
Fixed Index Universal Life (FIUL)
Permanent coverage with index-linked crediting (subject to caps and floors) for growth potential and flexibility.
Professional and Experienced Financial Consulting Firm
Versatile Options
Numerous choices in mortgages and life insurance to match your goals.
Unparalleled Service
Responsive, competent support from first conversation to closing. We work tirelessly to deliver a complete, well-managed experience.
Proven Track Record
Licensed professionals with 20+ years of combined experience helping clients nationwide.
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Contact
Company Hours
Monday–Friday: 9:00 AM – 5:00 PM
Saturday/Sunday: Closed
Testimonials
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