Complete Spectrum of Financial Services for Small Businesses ERTC (Employee Retention Tax Credits) consultation (up to $26,000 per employee) Business Funding (Working Capital, Term Loan, Commercial Real Estate (CRE) Loan)Personal Funding (Unsecured Lines of Credit (up to $250k), no income/employment verification, no collateral)Key Person Life Insurance Retirement Plans (with Living Benefits)401k MandateFIA (Fixed Index Annuities)Disability InsuranceEmployer/Employee BenefitsTrust & Wills...and more