FAQs

Yes, we have worked with many clients abroad with their real estate transactions successfully and smoothly. Our streamlined process ensures that your real estate needs are handled with efficiency and transparency, even from afar.
Our real estate services encompass a comprehensive range of solutions, including buying, selling, building, designing, and managing properties. Each service is tailored to align with your investment goals, ensuring a seamless and profitable experience.
Yes, we work closely with trusted lending partners to help our clients secure competitive financing options for both residential and investment properties. We also assist foreign nationals with financing options to help them navigate the complexities of securing loans in the U.S.
Absolutely. We offer the complete package — from concept to completion. We collaborate with experienced designers and contractors, are experts in obtaining permits, and have great relationships with city inspectors to ensure your renovation process is seamless and enhances property value.
Yes, we offer personalized investment advisory services, helping clients identify lucrative opportunities and make informed decisions to maximize their returns.
Yes, we assist clients in navigating 1031 exchanges, a tax-deferred strategy for reinvesting proceeds from the sale of an investment property into a like-kind property.
Yes, we provide comprehensive property portfolio management services, including acquisition strategy, performance analysis, and ongoing asset management to help clients optimize their real estate investments.
We work with trusted legal professionals to ensure all transactions are fully compliant with local regulations, protecting our clients from legal risks.

Real Estate

Life insurance, particularly cash value policies, can serve as a tax-advantaged investment vehicle. These policies allow for tax-free growth, flexible withdrawals, and creditor protection, offering financial freedom beyond traditional retirement accounts.
Selecting a reliable insurer involves assessing factors like claims processing efficiency, financial stability, and long-term reliability. It's crucial to choose a provider that aligns with your financial goals and offers consistent support over time. We are the experts in determining which carriers will best fit your medical situation along with your financial goals, helping you navigate the complexities of the insurance landscape.
We utilize life insurance as a strategic tool in estate planning to cover estate taxes, ensure equitable inheritance distribution, and safeguard your legacy for future generations.
Yes, individuals with chronic illnesses can secure life insurance. Everyone's situation is different, and upon understanding your unique health history, we can recommend the best carrier fit. Additionally, we offer the option to informally shop with carriers to avoid premature declines and maximize the chances of approval.
Yes, as long as the insured is cancer-free for at least 5 years, life insurance can be obtained. Certain carriers are more open than others in underwriting depending on the type of cancer. We are experts in medical underwriting with unfavored medical history, so we will help determine which carriers are the best fit.
Yes, life insurance policies are a long-term investment, and like any investment portfolio, they need to be reviewed periodically. As part of our comprehensive service, we will review your current policies and, if necessary, recommend a 1035 exchange to transfer your policy to a new one that better aligns with your financial goals.
No, we also offer term life insurance. Term is best for insureds who need to lock in their health rating while their budget is not ready to build cash value yet. There are limited numbers of carriers that will allow internal and external term conversions, which means you can convert term to permanent life without having to redo the health exam. There is a time or age limit as to when you can convert. This is a great way to lock in your health rating while you're young and healthy.
Yes, if you are a foreign national. However, for permanent residents and citizens, it is still recommended to take the health exam to save on policy cost. Premiums are always more expensive if you opt out on the health exam.
We offer tailored life insurance solutions for foreign nationals, providing benefits such as wealth protection, tax advantages, and enhanced financial security, crucial for effective estate planning and business succession.
Proper valid identifications are required, along with a valid U.S. mailing address. We may also need the last 5 years of medical history from the insured's home country and a CPA-signed letter confirming your financial overview. Having these documents ready will help streamline the application process.