ALTERNATIVE:
adj al·ter·na·tive \ ȯl-ˈtər-nə-tiv , al- \ Offering a choice - several alternative plans

FEATURED SERVICES

100% COMMERCIAL CONSTRUCTION & REFINANCE (CCR)
100% construction funding, or refinance, for building projects from $5 million to $600 million
Requires no sponsor or equity contribution, no mezzanine financing, no senior debt
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Close 45-60 days
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20 to 30 year term
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Lease-To-Own with $1 payment to own at the end of lease
Sponsor must have Investment Grade credit rating, or minimum annual revenue, to qualify

OIL & GAS
INVESTING / FUNDING
DOMESTIC U.S. (O&G)
Discrete "Insider" opportunities that are not widely marketed, developed through 40+ years industry experience
BUY SIDE:
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Producing Properties
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Mineral Interests
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Royalty Interests
SELL SIDE:
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Debt including Mezzanine
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Joint Ventures
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Volumetric Production Payments
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Drillco Deals

ALTERNATIVE ENERGY - PROJECT FUNDING FOR SOLAR, WIND, WASTE-TO-ENERGY (US ONLY)
Whether your US clean energy project is in early development stages, or in need of refinancing we can provide exclusive access to premier financing.
Our funding sources include Private Lenders, Private Investors, Hedge Funds, and Family Offices seeking opportunities to finance the right project.

SECURITIES LENDING RISK-FREE STOCK LOANS
Institutional "Stock Loan" or Credit Line, at fixed or variable rates, based on the value of a portfolio of stocks, bonds and mutual funds
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Licensed Lenders
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Low Interest Rates - Lower than typical "margin loan" rates
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No Transfer Of Title
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No added costs from HFA
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No Credit Verification
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Borrower is NOT solicited for other services
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Quick and easy closing

HIGH-NET-WORTH LIFE INSURANCE
Specialty Life Insurance Services - Best suited for high-net worth individuals
Compelling value proposition for independent wealth advisors and agents - No need to "refer business away"
Offered through a boutique independent agency - No exposure to competition from captives
With over sixty years industry experience, their team offers:
In-Force Policy Analysis - Explore hidden anomalies that are typically not apparent, uncovering potential areas for wealth enhancement
Advocacy - The first rate quoted isn't the Final rate

PASSIVE RE INVESTING
Real Estate Fund
Share price $250k
Medical Buildings
Travel Med
Condo conversions
Zero bank fiinancing
ROI
Fund officer has longstanding unique approach with zero debt model
Seeking high-net-worth investors OR use through alternative IRA

SMALL BUSINESS PERSONAL INCOME TAX REDUCTION (50-50-500)
You work hard for your success
If you are:
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Age 50 or over
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Business owner with 50 or fewer employees
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$500k+ net taxable income
You can:
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Significantly reduce your current tax liability
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Save more of what you earn for retirement
Unique, proprietary, and IRS code verified tax saving strategies