What We Offer

Services

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Business Credit Coaching

Learn how to build a strong credit profile and access $50K–$250K in funding.

Coaching Business Plan Concept. Coaching related words and icons create business strategy plan.

Legacy Coaching

Work with Freddy & Carlos directly to organize your structure and set up your trust, LLCs, and more.

Work of female consultant

Funding Strategy & Setup

Step-by-step support to qualify for business lines, cards, and loans.

Businessman Writing Business Plan

Personalized Business Planning

Develop a robust business plan customized to ensure your venture's success.
Family Meeting With Financial Advisor.

Real Estate Mentorship

Learn how to leverage real estate for passive income and family wealth.

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Investment Strategy Sessions

Maximize your returns with personalized investment strategy consultations.
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Advanced Credit Building Seminars

We hosted a series of seminars aimed at educating small business owners about effective credit-building strategies. The seminars were designed to help participants understand the fundamentals of credit management, improve their credit scores, and leverage credit to expand their business operations. Attendees were given practical tools and customized plans to take immediate action for credit improvement.
Credit report with score

Personalized Credit Consulting Program

We developed an individualized credit consulting program tailored to meet the specific needs of each client. By conducting detailed credit assessments and offering bespoke credit planning, we helped numerous business owners achieve financial stability. Our dedicated team provided ongoing support and guidance to ensure clients could confidently navigate the complexities of business credit management.
Close up of businessman using a laptop with graphs and charts on a laptop computer.

Online Business Finance Workshops

Our team conducted virtual workshops teaching entrepreneurs essential financial literacy skills to effectively manage their business finances. Highlighting various topics such as budgeting, forecasting, and credit optimization, these workshops equipped attendees with the knowledge required to make informed financial decisions. The interactive elements encouraged participant engagement, making learning both effective and enjoyable.

Optimize Your Business Credit

Unlock the full potential of your business with expert credit consulting and education. Let us guide you in building a strong credit foundation for future growth.