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INITIAL CONSULTATION

We start by planning and creating the ideal outcome for our clients and integrate all the important variable into the planning process.   Including , Estate, Tax, Cash Flow, Liability , Legacy, Insurance, and Lifestyle.

 

ACQUISITION & DISSOLUTION

We develop the acquistion or disolution plan.

DESIGN . REHAB. DEVELOPMENT

In this phase we are either rehabbing for sale or  acquiring a property with rehab potential

MANAGEMNT & INNOVATION 

This is where we create new ways to add value with our tenants and create new revenue streams for our owners 

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OUR GUIDING PRINCIPLES

  • We love what we do.

  • We love the people around us.

  • We love our environments.

OUR MISSION (FISH)

  • Financial – generate resources for our clients and our team.

  • Intellectual – deliver wisdom and unique knowledge

  • Social – help our clients meet the people they want to meet.

  • Human – care for our clients, not just the transaction.