The complete financial operating system.
Ten additional disciplines — from credit repair to estate planning — designed to close every gap in your financial life.
Wealth Management
Multi-generational wealth strategy for households with $1M+ in investable assets — encompassing investments, insurance, tax, estate and lifestyle planning.
- Dedicated family office team
- Alternative investments access
- Concierge lifestyle services
Retirement Planning
401(k) rollovers, IRAs, Roth conversions and Social Security optimization — modeled to last through age 100 with Monte Carlo simulations.
- 401(k) → IRA rollover
- Social Security timing
- Roth conversion ladders
Credit Score Repair
Credit bureau disputes, goodwill campaigns, authorized user strategies and debt validation — averaging 80+ point FICO improvements in 120 days.
- 3-bureau dispute process
- Real-time score tracking
- Money-back guarantee
Debt Relief
Negotiated settlements, hardship plans and consolidation strategy for unsecured debt — reducing principal by 30–60% on average.
- Creditor negotiation
- Single monthly program payment
- 24–48 month resolution timeline
Credit Card
Prime Visa Signature cards with 2% cashback, no annual fee, no foreign transaction fees and 0% intro APR for 18 months on purchases and balance transfers.
- 2% flat cashback
- 0% intro 18 months
- No foreign transaction fees
Master Card
Prime Mastercard World Elite — premium travel card with 3x points on dining and travel, airport lounge access and $300 annual travel credit.
- 3x dining & travel
- Lounge access included
- $300 annual travel credit
Tax Planning
Proactive tax strategy — QBI deductions, cost segregation, opportunity zones and Roth conversion timing — led by CPAs and Enrolled Agents.
- Federal + state filing
- Business return expertise
- IRS representation
Estate Planning
Revocable living trusts, wills, powers of attorney and healthcare directives — drafted by estate attorneys in your state, executed and notarized.
- State-specific documents
- Trust funding assistance
- Beneficiary reviews
Auto Warranty
Vehicle service contracts covering powertrain, electronics and high-tech components — for new, used and high-mileage vehicles up to 200,000 miles.
- Bumper-to-bumper options
- $0 deductible plans
- Nationwide repair network
Digital Payments
Business merchant services, P2P transfers, ACH processing and digital wallets — with instant settlement and 1.79% + $0.10 interchange-plus pricing.
- Next-day settlement
- Apple Pay & Google Pay
- No PCI compliance fees