WHAT WE OFFER

Financial planning that benefits you, your family, and your community

Invest in what you can touch and feel. In your home that you use on a daily basis. Invest in your community that needs you.

The traditional system is broken, we are here to fix it.

Financial Planning

Wondering what your home is worth? Need advice on financing and investment opportunities? Our free real estate financial plans will ensure your house goals are in order.

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Realty Services

Pressure-free, unbiased assistance in making your next real estate move. Full service brokerage services.

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Financing

Access the nation’s top mortgage brokerage network by volume. Top tier lenders with the best industry rates.

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Investments

Enjoy the peace of mind provided by tangible real estate. Members receive exclusive access to debt, equity and fractional real estate ownership.

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Our Real Estate Financial Plan Dashboard

Onboarding

We learn about you through a series of questions.

Review and Track Plans

Our software uses the information provided to prepare your tailored plan. Your options will be explored and a recommendation will be provided. Customize your plan and create new ones over time to track your net worth.

Realty Recommendations

Our artificial intelligence software will provide recommended real estate listings based on your plan. Seize market opportunities at the right time.

Finance and Budgeting

Wonder how much you spend on your home? Have the right financing solution in place? Use our dashboard for financial aware at all times.

Investments

Track and invest in private real estate opportunities. Mix of options and geographic coverage to provide a full solution for your financial freedom.

Learn

View the latest real estate tips, tricks, and trends.

Plan Advisor

Industry experts at your fingertips to answer any of your questions and assist you with executing your plan.

Unlimited Real Estate Financial PlansTM

Free. Forever.

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Tired of the rat race? Ready to work smart?

Our investment opportunities generate exceptional returns and also focus on

  • Affordable Housing We are currently facing a global housing crisis with a gap in housing solutions for many. Invest in housing for those who cannot access it.
  • Sustainability 45% of carbon ommissions in North America result from the construction industry. Invest is sustainable construction practices to combat climate change.

Step towards financial freedom

First-time home buyer

You need to start off on the right foot to have a solid foundation. Learn and budget up front to avoid any future regrets.

Move Up Buyer

More space for the growing family? Access to better schools? Closer to work? Our realty recommender will assist in identifying your dream properties.

Downsizers

Moving to a smaller home can be the hardest transition towards retirement. Enjoy today or save for tomorrow? Our software will identify the balance you need.

Investors

You enjoy your sleep knowing your funds are backed by real estate. Individual investments can create tax and management headaches. Our exclusive investment opportunities help you achieve financial freedom with no strings attached.