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Why Us

In 2011, after nearly 20 years in the insurance and financial services  business, I was doing polling of my business clients to see exactly what  their biggest challenges were. Most agreed that after the financial  crisis of 2008 and 2009, the biggest issue they faced was a lack of  capital. 


Commercial banks had stopped lending for business and  commercial/investment real estate and clients were looking for  alternatives.  That is when I shifted the focus of my business from financial planning to business funding.


We work with an array of lenders to solve most any issue  facing our clients. I am consistently searching looking for ways to help  small business clients become more profitable, and for those who have had credit or other challenges, to become bankable.


With over 30 years in the financial services industry we understand your situation and are here to help.  We are always happy to help you with your business and alternative funding goals.  


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