“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.”
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.
View Financial ProductsFinancial strategies for business owners and real estate investors building wealth for themselves and their families.
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.
Growth Bookkeeping
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.
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.
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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.
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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.
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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 →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.
When the Straightforward Answer Is Not Enough.
“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.”
“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.”