Our Mission

We make the creation of wealth simple for our clients because:

• We have no barriers between internal functions.
• We train and retain the best personnel.
• Our personnel understand the power of relationships.
• We all believe that unless everyone wins, there is no deal.
• The client is King; all investors, associates and partners are clients.

Who We Are

A comprehensive Real Estate, Finance and Investment Advisory Firm.

What We Do

Integrate the best of real estate with the best of financial planning to create wealth and positive cash flow for our clients.

How We Do It

We provide a written strategy and education to teach clients how to use leveraged money to acquire real estate that enhances and compliments their existing portfolio. We acquire, create and deliver strong alternative investments to provide excellent returns while mitigating risks whenever possible.

Products & Services

Real Estate

Fractional ownership of high cash-flow Commercial Real Estate
Pre-development Land Opportunities
Condo-hotel and Lifestyle Vacation Properties
Traditional Real Estate Purchases/Listing

Finance

Commercial and Residential Lending
Cash-flow counseling
Wealth Protection
Self-directed IRAs, 401(k)s and Pension Plans

Investment Advisory Services*

Asset-backed Private Equity and Private Placements
Money Management Services
Financial, Tax, Elder Care, and Estate Planning
Asset Allocation and diversification of Real Estate holdings

*Investment Advisory Services provided through Genesis Financial Advisors, LLC