A comprehensive 2 Phase Financial Planning Program that starts with restructuring existing household debt to maximize cash flow which will enhance proper money and debt management that is followed up with customized asset protection & investments strategies and then tax minimization, retirement planning, educational funding and estate planning. All in one complete program. Check out the example!

Our stand alone Phase II program is for those who’ve successfully executed half of their personal financial plan but need help going the rest of the way. These people have spent all of their time, energy and resources in managing and eliminating their debt, but very little time planning for their financial future.

Our advisors will help you review your current status, set and prioritize goals, provide professional recommendations and help set up a plan of action to achieve financial freedom. Our financial needs analysis will include topics such as Insurance Needs (proper amounts and types), Asset Protection (wills, trusts, entity structuring and probate avoidance), and Retirement Planning (proper investments based on age, assets, and risk tolerance).

In this age of credit scores it is important to maintain your Credit Score at its peak level. Our Credit Enhancement Service does this by teaching you how to improve your credit scores, assisting you with correcting errors and cleaning up derogatory items on credit reports and offering an annual Credit Maintenance Program to keep your credit at its best!

Debt Settlement also known as Debt Negotiation is the most cost-effective option to pay off your debts and relieve you of having to file bankruptcy. Debt Settlement is a proactive approach for debtors experiencing the stress of too much debt. We understand the stress and struggle of living with an overwhelming amount of debt, and our goal is to reduce and consolidate your debt so that you can begin living the lifestyle you've been dreaming about…being debt free! Our program, through negotiation, will cut your debt down to a fraction of what you currently owe. So, you end up paying only a fraction of the debt! Our program is custom-built for each client’s current personal and financial situation and level of debt in order to make the process as quick and affordable for you.

A LOAN MODIFICATION is designed to save your home from foreclosure and is when a lender adjusts the terms of the loan to fit your current financial situation. This means the following:

Lower Rates and Payments

Change in Loan: ARM to Fixed Rate

Debt Forgiveness of Past Due Balances

Even Principle Reductions!

We work with a dedicated legal department staffed with attorneys who do our negotiations. This is NOT a refinance. We have great success and no unhappy customers

Obtaining Commercial Real Estate Financing can often be a very intimidating project. The Wealth Acceleration Program has simplified this process and incorporated Commercial Real Estate into a Financial Planning Solution! Check out the example!