Our mission is to help entrepreneurs and families maintain and improve their cash flow. Whether you are just starting your business and struggling with student loans, have excellent income but could benefit from a business credit line to maintain cash flow, or looking for ways to decrease your income tax liabilities in your business and your personal income.
Our student loan repayment strategies combine the skillset of IRS Enrolled Agents and financial strategists to ensure you get the lowest repayment possible, and also preparing you for any potential income tax on the forgiven balance on your student loans.
Our business credit solutions help you build credit for your business EIN that’s not linked to your personal social security number. This credit can be obtained quickly regardless of personal credit quality, collateral, or cash flow. And you can get approved with no personal guarantee.
We also offer private family foundations, an entity that many people including financial professionals believe are only accessible to the 1%. This legal entity will allow you to reduce your income tax liability up to an additional 30%, eliminate capital gains tax, and allow you to maintain control of these income producing assets within the family. The catch.... you must expense 5% of net investment income to charitable endeavors annually. Seriously though, reducing your tax liability by 30% and only having to give away 5%, not to the IRS but to charity? It just mathematically makes sense to create this for your family!
Testimonials
WHAT OUR CLIENTS HAVE TO SAY
Carl helped our staff become more informed on their options for student loan forgiveness. Not only was he professional and organized in his presentation, the information was highly valuable. For the majority of our staff, student loans are a burden that they endure at a high cost. Carl brought light to the options available for individuals with several different scenarios. We are grateful for his time, instruction and knowledge of the subject material.
Jessi Maurice - Program Manager
A Greater Hope - Las Vegas NV
I believe that Business Finance Suite has opened up possibilities for my business in the future that I could never have imagined, and then every business owner can benefit from Business Finance Suite.
Cheryl Risner
Score Restore - Elm Grove, LA
I was able to get a Paydex rating of 80 from Dun & Bradstreet that allowed me to then access larger revolving lines of credit with Macy’s, Staples and with Amazon. At the end of about six months I had about 10 different trade lines that allowed me to then make application for Visa and MasterCard of $5,000 and $10,000.
Robert Lefcort
Great America Credit Repair Company
Boca Raton, FL
