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What is your Financial Pathway?The road to economic recovery could be a long one. Are you doing everything in your power to protect your family from the unexpected?
Gas and food prices are continuing to rise which make the larger, more important expenses like rent, car, and insurance payments harder to afford. Tough times bring on hard questions. Are you prepared? Do you have a back up plan if you lose your main source of income? Do you have access to an emergency fund or credit card? Are you making smart investments with your money? For more than 12 years, we have helped families and small business owners organize their finances, multiply annual earnings, save on taxes and access funding so they can own and afford the life they want. We work with our clients personally, privately, and professionally and offer proven, customized wealth building strategies. |
Trusted Mortgage Strategy This year alone renters are paying on average $4000 more than last year. In the next 3 years, renters should expect to pay $600-$800 more per month in rent. But annual wages will only increase around 1%, if you're lucky.
Find out how we can get you QUALIFIED for a HOME loan with our Mortgage Qualification Program. |
Our Most Popular Services
Take your business to new heights with a Customized Business or Marketing Strategy. (Included with Executive Platinum)
Business Funding
Get access to the funds you need now. We offer 24Hr Funding*
Loans up to $5M *Minimum Credit |
Executive Advisory
Organize your Finances
Start A Business Design a Business Plan Grant/SBA Resources Tax Strategy Plan Bookkeeping Marketing/Advertisement Strategy |
Investor Insights
Explore options and master strategies to grow your long term or short term investments.
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What Our Client's Are Saying
"Best decision for our small family owned shop when my Dad fell sick after having COVID... Really took time to see what we needed for our business...took a lot of stress off of my plate. I am very grateful " -- MaryJo
Lauren came to me highly recommended from a close friend. We'd gone months looking for financing and getting turned away because the banks were uncomfortable with my chosen field. It was nice to have someone understand and provide REAL options. Application process was EASY and I was approved the same day. We had the money in the bank by Friday. Superb. -- George S.
The way this experience has helped me is amazing. I started a business and thought my main issue was sales. Looking at numbers overwhelmed me so I avoided it. But I felt the months when the money wasn't coming the same. But in my very first session, you showed me several ways my process was costing me money. Thank you for getting my business together and all your resources. You have been real patient with me throughout the process and I can't thank you enough. Business Owners need on going support. I'm very glad I found you. -- Rosalyn F.
My ex -wife did the bookkeeping for my shop. She complained about everything and couldn't ever find any receipts so every tax season I would owe the IRS several thousands. The last 2 years have been a stress free experience. Everything accounted for. Minimum taxes due.. and no nagging. Can't beat the price on that!-- Sean L.
Lauren came to me highly recommended from a close friend. We'd gone months looking for financing and getting turned away because the banks were uncomfortable with my chosen field. It was nice to have someone understand and provide REAL options. Application process was EASY and I was approved the same day. We had the money in the bank by Friday. Superb. -- George S.
The way this experience has helped me is amazing. I started a business and thought my main issue was sales. Looking at numbers overwhelmed me so I avoided it. But I felt the months when the money wasn't coming the same. But in my very first session, you showed me several ways my process was costing me money. Thank you for getting my business together and all your resources. You have been real patient with me throughout the process and I can't thank you enough. Business Owners need on going support. I'm very glad I found you. -- Rosalyn F.
My ex -wife did the bookkeeping for my shop. She complained about everything and couldn't ever find any receipts so every tax season I would owe the IRS several thousands. The last 2 years have been a stress free experience. Everything accounted for. Minimum taxes due.. and no nagging. Can't beat the price on that!-- Sean L.
About Us
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246 West Main Street, #101 New York, NY 10001 (888) 121-1212
