Our Professional 3 Tier system has opened a new way for many of our clients to have the most efficient, effective and knowledgeable advisors representing their best interests.
The 3 Tier System is the most comprehensive consulting formula ever created by our group for individuals, businesses and not for profits and anyone in wanting to succeed while minimizing their risk exposure.
TIER 1-ONE PLAN
Access and Advisory Services include:
- Limited 10 calls per year with an Advisor includes Real Estate, Financing or Banking or document review for each new case.
- Comprehensive planning review for the client(s) and or its members. Does not include clergy or individual board members.
- 1 seminar per year in financial services and fund raising strategies (travel and lodging paid for by client).
- Financing of a new or existing building with fees reduced by 25%.
- Residential Mortgage financing for all members of the church with no upfront fees.
- Access to commercial, residential and private funding in the states licensed.
TIER 2-ONE PLAN
Access and Advisory Services include:
- Limited 15 calls per year with an Advisor includes Real Estate, Financing or Banking or document review for each new case including credit builder assistance for the client(s).
- Comprehensive planning review for the not for profit. Includes Clergy and spouse personal financial review.
- 2 seminars per year in financial services and fund raising strategies (travel and lodging paid for by client).
- Financing of a new or existing building with fees reduced by 25% including investment property financing.
- Residential Mortgage financing for all members of the organization with no upfront fees.
- Access to commercial, residential and private funding in the states licensed.
- CPA review of financials once per year including 2 semi-annual budget review.
TIER 3-ONE PLAN
Access and Advisory Services include:
- Unlimited calls per year with an Advisor include Real Estate, Financing ,Banking or Legal document review for each new case including credit builder assistance for client(s).
- Comprehensive planning review and budget review to include Clergy and spouse personal financial review.
- Four (4) seminars per year in financial services, fund raising strategies, real estate and investments (travel and lodging paid for by client).
- Financing of a new, existing or refinancing a building with fees reduced by 25% including investment properties, financing and asset re_structuring.
- Residential Mortgage financing for all members of the organization with no upfront fees and event with mortgage bank to be present to approve and/or refinance member homes.
- Access to commercial, residential and private funding in the states licensed. Hard Money lending in all applicable states.
- Accounting review of financials once per year including 2 semi-annual budget reviews.
- Access to R.E Developer Partnership Opportunities.
- New community or Partnership programs with the client to create new revenues.
- Personal Access to the CEO of the Company and physical visit once a year.