Our Services

You will notice a wide variety of services available, and we urge you not to just select the service that you are needing immediately. Our recommendation is that we work on the service you need right now, but we also take a comprehensive look at your financial foundation.

Making sure the you are properly guided with the protection of insurance and estate planning is very important-----just as consolidating student loans and making sure your investments are being monitored is also important. Invest the time now and it will pay dividends in the future…

MORTGAGE QUESTIONS

We have access to 10 different lenders that will compete for your business; we will meet and beat any current loan program that has been offered to you! You should not be paying ANY Lender fees!

FINANCIAL PLANNING

UCD offers the 403b program of course, but having financial advisors that can use after-tax funds to create additional retirement gains will prove to be very effective!

TAX PREPARATION

Paying less is not always the best solution when it comes to filing your own taxes. Let a licensed professional help you and make CERTAIN that nothing is missed!

STUDENT LOAN CONSOLIDATION

Typically the interest rates on these loans are low, but not the lowest possible! Let me take a look to make sure no money is being wasted!

CREDIT ADVICE

Although your situation was frustrating that caused credit issues, we will help you move forward to establish a high rating once again!

REAL ESTATE QUESTIONS

We have screened 10 different Real Estate Agents to make sure they all have extensive experience and knowledge in this profession. Having the right agent and loan officer is critical, and feeling at-ease is priceless!

ESTATE PLANNING

Having a properly planned estate devised by an attorney is HIGHLY recommended; regardless of age.

HOME, AUTO, OR LIFE INSURANCE NEEDS

Although not at the top of everyone’s list, these three forms of insurance are extremely important the moment you need them!