Metropolis Financial Strategies
Metropolis Financial Strategies

Capital for What You're Building. Protection for What You've Built.

Get the capital to grow, acquire, and invest in your family's empire. Get the protection strategies to preserve it after you've built it.

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Financial strategies for business owners and real estate investors building wealth for themselves and their families.

Business owners reviewing financial options
Financial Solutions

Financial Strategies for Every Stage of What You're Building.

Start with the problem you need to solve today. As your business, investments and wealth grow, Metropolis helps connect the financial decisions that come next.

Trades business owner reviewing financial performance while working in the field
01

Growth Bookkeeping

Better financial visibility without the cost of building an in-house finance team.

ou can keep trying to manage the books yourself, but most business owners do not have the time, systems or financial expertise to do it consistently well. We keep the books accurate and turn the numbers into useful information about cash flow, profitability, expenses and where the business is actually making or losing money.

Get better numbers, better decisions and more control without adding another full-time employee.
See How Growth Bookkeeping Works →
Small business owner at an active worksite
02

Business Funding

Capital to grow without starving the business of cash. Access working capital, equipment, expansion, acquisition and cash-flow financing structured around what the business is trying to accomplish.

See My Funding Options →
Real estate investor evaluating a residential renovation project
03

Real Estate Funding

Financing for the properties and opportunities you want to pursue. Purchase, refinance, investment, construction, commercial and complex-income financing for real estate owners and investors.

Review My Financing Options →
Business owner considering protection for family and financial obligations
04

Debt Protection Insurance

Protect the people and assets behind the debt. Coverage designed to help protect mortgages, business loans and other major financial obligations if the person responsible for them dies unexpectedly.

Protect My Debt →
Business owners reviewing long-term wealth strategy
05

Wealth Strategy & Protection

Turn what you build into durable personal and family wealth through strategies for retirement income, liquidity, asset protection, business protection, annuities and legacy planning.

Review My Wealth Strategy →
The Metropolis Blueprint

These Aren't Five Separate Financial Decisions.

Your business cash flow affects your ability to borrow. Your debt affects what needs to be protected. Your real estate affects your liquidity. And all of it affects whether the wealth you're building actually gets you where you want to go.

The Metropolis Blueprint brings the pieces together. We look at where you are today, where you want to go, what is working, where you're exposed and which financial moves should happen first.

Business Performance Capital Real Estate Protection Wealth
Build My Metropolis Blueprint
Client Results

When the Straightforward Answer Is Not Enough.

Building a Real Estate Portfolio
“Chad has helped me purchase and refinance several properties. He helped me get my portfolio started and showed me the difference between good debt and bad debt.”
Long Computer Engineer
Solving a Complicated Land Transaction
“We got a very complicated land deal closed, which led to a very successful house project being built. That house doesn't get built if not for Chad.”
John Land Developer
Staying With a Difficult Financing Situation
“Chad stuck with us through all the obstacles. If it wasn't for his loan programs and guidance, we would have missed out on our dream home.”
Mike Sales Manager