Owning Our Future

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Profectus Financial

If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success. Profectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.

Dream Team Credit Pros

It is typical for us to raise our clients' credit scores 120-200 points within 180 days. The majority of the results are seen within the first 49-90 days. This progress is very encouraging and allows our clients to feel a sense of accomplishment in having reached their goal. As a company, it is our mission to help our clients achieve financial success through improved credit scores. We believe that achieving this goal is possible by helping our customers make smarter decisions about their finances, so that their credit score can increase, and they can take control of their future. We understand that improving your credit score may seem overwhelming at times, but with our help, you can be on the right track to reaching your goals. Our services provide a comprehensive solution to help you manage your credit and maintain better financial health. We are here to help you every step of the way.

Members Choice

At Members Choice, we are committed to helping people achieve financial success. We provide sound financial solutions and resources to assist in their journey, as well as passion for supporting our community. Our goal is to empower people to make informed decisions about their finances, and to help them reach their goals through responsible, reliable financial advice. We strive to build strong relationships with our members, and to ensure that they receive the best possible service. Additionally, we continually strive to expand our knowledge and expertise in order to support our members with the most up-to-date resources and information. We are passionate about giving back to our community, and we believe that by offering sound financial solutions and resources, we can help people reach their full potential. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

PERL Mortgage- Santa Monica

At PERL Mortgage- Santa Monica, we understand how important it is to have the right loan for your unique needs. With our full-service lending capabilities, we can provide a range of loan products including Conforming, Jumbo, Portfolio, FHA, VA and New Health Professional Programs. We strive to offer the best rates and programs to help you get the most out of your mortgage. Our team of experts will work with you to ensure that you get the right loan and will be there to support you through the entire process. We want to build a lasting relationship with you. Our in-house operations make it easy for us to provide quick decisions on loan information throughout the lending process, leading to a smoother and faster closing process. With PERL Mortgage- Santa Monica, you can expect your loan to close in a matter of days. PERL Mortgage has been providing Chicago's mortgage industry with quality services since 1994 and has since expanded nationwide. We are committed to helping you achieve your long-term financial success.

Michael Minson - Level Up Group

At Michael Minson - Level Up Group, we are dedicated to helping people achieve their goals of personal and financial success. We offer a wide range of services to suit every need, from buying and selling real estate to investing in properties for passive income. Our experienced and knowledgeable team will provide you with the resources and support you need to make your dreams a reality. Our commitment to providing first-class service and proven results sets us apart from the competition. We strive to continually level up our clients and help them achieve their goals. We understand that people choose to work with us because of the support and resources we provide. Our team is made up of talented professionals who are passionate about helping people reach their goals. We have a positive, limitless growth mindset and are committed to delivering an exceptional experience. With us, you can depend on achieving your desired level of prosperity.

Ivy Accounting, Tax & Advisory

Ivy Accounting, Tax & Advisors is a Miami-based firm offering comprehensive accounting services, tax preparation, and bookkeeping for Chinese companies and entrepreneurs. Our team of experienced Chinese accountants are well-versed in the US tax codes and regulations, providing clients with reliable and up-to-date advice to ensure their financial success. We offer our services either at our office or within your business premises. As a trusted partner, we strive to provide the highest quality of service, tailored to the needs of our clients. At Ivy Accounting, Tax & Advisors, our team of seasoned professionals have extensive knowledge in the field of accounting and taxation. With over 10 years of experience, we are committed to providing reliable and innovative solutions to our clients. We specialize in working with Chinese companies and entrepreneurs, allowing us to provide efficient and comprehensive services. We are dedicated to ensuring that our clients are informed and stay compliant with all applicable laws and regulations.

Rob Carter Group - Compass Real Estate

At Rob Carter Group - Compass Real Estate, we strive to help our clients make the most informed decisions for their real estate needs. Our team of professionals is dedicated to providing thoughtful analysis and leveraging our experience to ensure our clients' financial success, prosperity, and happiness. We provide services in the District of Columbia, Virginia, and Maryland, covering a variety of areas such as Dupont Circle, Georgetown, Shaw, Mt. Vernon Square, Chinatown, Penn Quarter, SW Waterfront, Navy Yard, Capitol Hill, Downtown, U Street Corridor, Adams Morgan, Glover Park, Columbia Heights, Logan Circle, Cleveland Park, Kalorama, Arlington, Alexandria, Falls Church, McLean, Tysons, Wolf Trap, Vienna, Reston, Chevy Chase, Bethesda, Takoma Park, Silver Spring, Potomac, and Rockville. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.