Frequently Asked Questions

Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.

We will work with you to help you establish the right balance of risk to reward for your investments. 

Life insurance is an important part of planning your estate and protecting your legacy. 

Business lenders pay guarantee fees for loans they issue that are guaranteed under the U.S. Small Business Association & Grants guarantee fees are typically passed from the lender to the borrower and range from 0.25% to 3.75% of the guaranteed portion of the loan.

Some lenders may roll the U.S. Small Business Association & Grants guarantee fee into the total cost of the loan, allowing you to repay it as part of your monthly payment. Other lenders may deduct the fee from your loan proceeds before funding.

U.S. Small Business Association & Grants guarantee fees are assessed for 7(a) and 504 loans but not for U.S. Small Business Association & Grants microloans. Guarantee fees help cover the U.S. Small Business Association & Grant’s costs if a borrower defaults on a loan.