Know More About the Services I Offer
Understanding that each individual's financial situation is as unique as they are, I've meticulously crafted a selection of services designed to align seamlessly with your specific financial aspirations and challenges. With a commitment to offering personalized solutions, each service has been developed with the goal of not only meeting but exceeding your financial needs. By clicking on each service, you will be guided to a more detailed exploration of how we can work together to transform your financial landscape, ensuring a future that is as prosperous as it is secure. Whether you're looking to grow your wealth, manage your assets, or secure your financial future, rest assured that each click opens the door to a tailored financial strategy designed just for you.
Investments
Portfolio Setup
Fund Management
Money Markets
Bonds
Retirement Planning
Private Equity
Retail Investments
Benefit Programs
401K/403B
Estate Planning
Trusts
Wills
Charitable Trusts
Estate Planning
Trusts
Wills
Charitable Trusts
Debt Management
Students Loans
Debt Elimination
Unsecured Debt
Business Solutions
Tax Deductions up to $400k
Executive Bonuses
Business Solutions
Tax Deductions up to $400k
Executive Bonuses
Tax-Free Strategies
Term
Whole Life
Index Universal Life (IUL)
Key Man
Buy & Sell Agreement
Premium Finance
Executive Bonus
Lending
Home Loans
Refinance
Bridge Loans
Construction Loans
Hard Money
All-in-one Loans
Fix and Flip
Reverse Mortgage
I specialize in a method Xtreme 1 Financial has coined, “ERFT” Eliminating Risk, Fees, and Taxes. Our mission is to keep 30-40% of your hard earned income in your pocket instead of giving it to Uncle Sam. Our goal is to partner with you to strategize for your retirement and to help you minimize the taxes you’ll be paying in your non working years. We strive to achieve the 0% income bracket as in David McKnight’s “The Power of Zero.” You can click here to buy his book and understand this strategy more: Who wants to pay high taxes in their retirement years? Who wants to work while they’re 80? Meeting with January would give you awareness of how close or how far you are from truly achieving your nest egg for your retirement.
Lending
Home Loans
Refinance
Bridge Loans
Construction Loans
Hard Money
All-in-one Loans
Fix and Flip
Reverse Mortgage