ALTERNATIVE:

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

FEATURED SERVICES
Construction

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

  • Close 45-60 days

  • 20 to 30 year term

  • 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

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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:

  • Producing Properties

  • Mineral Interests

  • Royalty Interests

SELL SIDE:

  • Debt including Mezzanine

  • Joint Ventures

  • Volumetric Production Payments

  • Drillco Deals

Solar Panel Installation

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.

Woman on Podium

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

 

  • Licensed Lenders

  • Low Interest Rates - Lower than typical "margin loan" rates

  • No Transfer Of Title

  • No added costs from HFA

  • No Credit Verification

  • Borrower is NOT solicited for other services

  • Quick and easy closing

Get A Quote

General Information

Frequently Asked Questions

Informational Video

Vegetable Picking

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

Construction

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 

Rock Climber Powdering Hands

SMALL BUSINESS PERSONAL INCOME TAX REDUCTION (50-50-500)

You work hard for your success

If you are:

  • Age 50 or over

  • Business owner with 50 or fewer employees

  • $500k+ net taxable income

You can:

  • Significantly reduce your current tax liability

  • Save more of what you earn for retirement

Unique, proprietary, and IRS code verified tax saving strategies