Services

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Private Opportunities

Discover exclusive avenues for wealth creation through real estate investments, energy projects, and direct lending opportunities.

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Retirement Income Solutions

We provide tailored retirement income strategies to ensure financial security. Our goal is to help clients achieve a stable source of income during their retirement years, allowing them to enjoy a worry-free and fulfilling life.

Business Capital Financing

Unlock the cash flow your business needs with flexible financing solutions. We offer A/R Financing, Invoice Factoring, and Asset-Based Lending to help you access working capital quickly. Whether you're leveraging outstanding invoices or business assets, our tailored funding options provide the liquidity to fuel growth, cover expenses, and seize new opportunities. Fast. Flexible. Business-focused.

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Comprehensive Retirement Planning

Our team devised a strategic retirement plan tailored to maximize the long-term financial security for our clients, focusing on diversified investments and tax-efficient withdrawal strategies. This included detailed forecasting and regular reviews to adjust for any market changes or life circumstances, ensuring that our clients are prepared for all stages of retirement.

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Investment Portfolio Optimization

We conducted a thorough analysis of an existing investment portfolio to enhance its performance and align it with the client's risk tolerance and financial goals. By reallocating assets and introducing new investment opportunities, we achieved a balanced growth with minimized risks, providing our client with peace of mind and improved returns.

Estate Planning Solutions

Developing a robust estate plan, our team worked closely with clients to protect their wealth and ensure a smooth transition of assets to beneficiaries. This included setting up trusts, wills, and power of attorney arrangements, tailored to meet individual needs while considering tax implications and maintaining compliance with legal standards.

Secure Your Financial Future Today

Partner with Brandi Jo Newman to create a comprehensive plan tailored specifically to your financial goals. Located conveniently in San Antonio, we're here to guide your path to prosperity.