· Asset Plans
· Mortgage Brokerage
· Self-Directed IRA's
· Residential Real Estate
· Commercial Real Estate
· Estate Planning & Business Structuring
· Insurance Needs and Wealth Protection

Asset Plan
This is the foundation for your financial future! By going through a thorough process of discovery, your Asset Manager will help you find your true needs and goals for you and your family. This 'living document' will be flexible enough to accomodate life's challenges, and strong enough to help guide your money to work harder for you.

Mortgage Brokerage
We identify and implement mortgage financing that compliments your overall goals, from optimal leverage positions to creating improvement in monthly cash flow. Commercial financing and business financing are also available.

Residential and Commercial Real Estate
With a Real Estate Brokerage in both California and Arizona, FIG offers our clients the flexibilty to purchase all types of real estate, whether it be a new home, an investment property, or even a commercial building.

Self Directed IRA (SDIRA)
SDIRAs put you in control of where you invest your retirement dollars. An SDIRA uses a custodian trust company that abides by IRS guidelines, allowing you to select from a variety of investments, including real estate and asset-backed products.

Estate Planning & Business Structuring
These tools create a way to properly protect your wealth and maximize your tax benefit through the use of various business structures. Having these proper tools in place help create a method for optimal transfer of wealth, thus properly protecting a client’s portfolio and beneficiaries. This service is offered through affiliate companies.

Insurance Needs & Wealth Protection
An essential part of wealth planning, this identifies insurable needs of your overall situation, based on income earned, debt carried, retirement goals and other important issues.