Ten specialized services for the corners of your financial life that don't fit neatly into lending, insurance, or investing.
Net-worth statement, cash flow analysis, multi-generational planning — for households with $1M+ in investable assets.
401(k) rollovers, Roth conversions, SEPs, and 401(k) plans for small businesses — modeled to a 95% confidence of not outliving your money.
FCRA-compliant dispute process, authorized-user strategy, and credit mix optimization. Average client gain: +73 points in 6 months.
Negotiated settlements, debt management plans, and consolidation — for accounts in collections or hardship. No upfront fees, ever.
Card matching based on spend pattern, not marketing bonus. We project 3-year net value — annual fee minus rewards minus interest.
Premium-tier card selection — lounge access, concierge, primary CDW, trip insurance — matched to your actual travel and spend behavior.
CPA-led, year-round strategy — quarterly projections, Roth conversion timing, loss harvesting, and entity structuring for business owners.
Wills, revocable trusts, POA, healthcare directives — coordinated with an estate attorney in your state. Probate avoidance by design.
Bumper-to-bumper vehicle service contracts from 1 to 7 years — underwritten by A-rated insurers, with direct claims payment to repair shops.