Consulting Services
Let's sit down and talk
The Roadblocks
Are you trying to borrow? In their quest for the right financing, many churches and non-profits encounter any number of roadblocks and complicated qualification procedures, and often hear the word “NO”.
We go out of our way to give you the best service – literally! If you are located in another state, we will fly out – at no cost to you – to meet with you. How many lenders will do that? (Just in case you are wondering, the answer is not many.) How many lenders will sit down with you and design a long term financing program specifically tailored to your church? Again, not many! We have nearly a half century of experience and expertise in working with churches – exclusively – to bring added value to you, not only as a provider of financing, but also as a long-term financing consultant.
The Process
Remember this simple system: interview, analyze, and recommend. That’s consulting in its most basic form. We will invest every moment of our time into creating a strategy that provides your church with the financing options that meets your needs.
So give us a call. Brew a pot of coffee. And let’s begin partnering to reach your goals.
Financing Services
Choose the best plan for your project
Choices matter. Your organization matters. It is as unique as the people it serves. Needs change and circumstances vary, but the importance for financing options never diminishes. We are experts. When it comes to funding your organization’s dreams, we’ll be with you every step of the way. Remember, you’re working with professionals and industry leaders. So take a look at your financial planning options. Then let’s roll up our sleeves and choose the best plan for implementing those dreams.
Bond Issues
Bridge Loans
Loan/Bond Combinations
Construction Loans
All above financing options are based on a church meeting established underwriting criteria that include, but are not limited to, the following:
FINRA BrokerCheck
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15770 Dallas Parkway
Suite 275
Dallas, Texas 75248
800.331.9152
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