Our crusade has lead us to bring comprehensive and personalized financial strategies to family’s just getting started as well as those entering their golden years. We help our clients develop a pure sense of confidence and assist in providing a rock-solid understanding of where they are and where they could be. We know that every family’s financial goals are different, so we take pride in our ability to tailor fit solutions that are right for you. Overall, we believe your retirement years should be filled with freedom, family and friends, not work and stress. It’s our duty every day to get you positioned closer to the financial freedom and lifestyle you deserve. 

Matthew Sherman, Retirement Advisor

8020 Consulting

The Morten Law Group, PC

Ramey & King Insurance

Ownwell

Michael Stark Realtor/Broker

The Kasenos, Compass Real Estate

CSA Partners

Executive Speaking Success

Bingham Construction

Mapsol Geo

Industrial Listing Services, Inc

Elrock Capital

Hardesty, LLC

The Concord Group

Lowney Architecture

Scale IR

Main Street Marketing Partners

Arthroto

raisepapers

Omega Accounting Solutions

CCS Facility Services

Mazzetti

Vista Capital Solutions 

Bear Down Brokerage

 Andy Kawatra, Marcus & Millichap

CMJ Funding 

Effortless Office

Dalmore Group

Eleven Recruiting

KKO Productions

Ingenio Solutions

Paraspot AI

Jacob Diamond, Rodeo Realty

Sbapro.com

AD Commercial Group

American Lending Center, LLC

Abstra Company

Verivest

Jared Richey, Compass Real Estate

iLoyal, Inc

Greg Sharp Real Estate

Adam Elesie, CFF®

Waveform.com/RSRF

Enhaus Design & Build

Andersen

Empress Builders

CoStar Group

Raisingcapital.com

Affluent Corporate Housing

Buettner Insurance Agency, Inc

Rhythm

Stonehan

Direct Wholesale Rates by SNB Bank

The Park Club California

North Capital

MyREIbooks

Newfront

Kastle Systems

Nelson Structural Engineers

Tangram Interiors 

LandCare LLC

Pulse CRE

Knobbe Martens 

George Smith Partners (GSP)

ProActive Professional Management, Inc.

TRL Systems, Inc.

Murow Development Consultants

Park West

Kairos Energy

LS Property Partners LLC

Graystone Capital Advisors

Invest Clearly

Inspira Financial

KeyCrew

Lightmark Media

PEAK Financing

CapBloom

Equity Institutional Services

Stonehill Realty Group 

Equity Elevated Consulting

California Bank & Trust 

The Plexus Groupe

Lion Creek Real Estate Capital

Investa Capital is a private, well-capitalized real estate investment firm. Our investors achieve superior risk-adjusted returns through the acquisition of self-storage facilities nationwide. Our investment strategy focuses on existing facilities, conversions, and new development. Investa Capital’s clients seek a combination of strong cash flow and equity growth. We purchase self-storage facilities, rebrand, and deploy a professional management strategy to distribute cash flow to investors. 

Investa Capital

StorCo Storage St. Peters Phase I

Streamline Capital Group gives accredited investors access to tax-advantaged commercial real estate focused on medical and Class B office properties in high-growth markets. With a 29-year track record and $400M+ in transactions, our vertically integrated model spans acquisition, construction, and management—delivering efficient, risk-mitigated investments that target a 15%+ IRR. We specialize in repositioning undervalued assets into income-producing properties, offering passive income, stability, and long-term appreciation for high-performing professionals seeking hands-free portfolio diversification.

Streamline Capital Group, LLC

Streamline Investment Group III Fund

GLH, LLC is a Cleveland and San Diego-based real estate investment firm focused on residential development for the past 7 years. Our mission is to address the housing crisis in Cleveland and other parts of the country by building affordable homes in collaboration with local authorities and industry partners. We aim to provide high-quality, cost-effective housing solutions that meet the growing demand for affordable living.

GLH, LLC

GLH Investment Fund

For nearly a decade, Central Lending has helped investors build wealth through diversified funds and secured promissory notes. Our proven strategies offer consistent returns backed by a strong track record in real estate lending.

Central Lending

Central Lending Fund 3

Experienced real estate developer and strategic leader with a solid history of managing multi-million-dollar residential and commercial projects. Skilled in assembling and guiding top-tier teams of professionals, even under tough economic conditions. Adept at negotiating, decision-making, and project management, I deliver complex developments on time and to high standards. Proven ability in capital syndication, raising significant funds for various ventures. As a detail-focused communicator, I maintain robust investor relations in the OC and LA real estate markets.

PM Real Estate Services

REM RE Fund I, LP

Freedom Commercial Real Estate is offering accredited investors the opportunity to purchase interest in our Freedom CRE Fund. Our focus is to acquire properties that have long-term leases guaranteed by publicly traded, high-credit tenants. We will acquire assets for the duration of the fund on an ongoing basis. As such, investors will maintain a fractional ownership in all the commercial properties acquired by the fund. Prospective tenants include tenants such as Dollar General, Starbucks, O’Reilly Auto Parts, Kroger, CVS Pharmacy, and others. All the leases will be either NN or NNN, meaning low to no overhead for the fund. As leases come up for renewal, our team will work on reviewing the lease and executing a capital event for investors to maximize returns. https://www.freedomcredecks.com/freedomcre-fund

Freedom Commercial Real Estate

Freedom CRE Fund

Red Tower Capital, Inc. is an independent private real estate lending and investment firm, specializing in bridge loans, bespoke lending solutions, and alternative investments. Our team has over 60 years of collective real estate industry experience, including expertise in mortgages, development, property management, acquisitions and sales.

Red Tower Capital

RTC VI - Private Mortgage REIT

Mailbox Money is a vertically integrated multifamily investment and development firm on a mission to solve the affordable housing crisis—without cutting corners or relying on government subsidies. We specialize in creating financially and environmentally sustainable workforce housing in safe, well-located neighborhoods. Founded by industry veterans with decades of combined experience, our team has developed and acquired over 3,000 units and manages a $500M+ real estate portfolio across high-growth secondary and tertiary markets. We’ve built a reputation for blending architectural innovation with disciplined underwriting—delivering high-performing assets that benefit both investors and residents. What sets us apart: we co-invest in every deal, reject bloated institutional inefficiencies, and stay laser-focused on serving the underserved. Our developments are intentionally designed to restore dignity, stability, and access to quality housing for working families—without relying on Section 8 or federal aid. We’re not just building properties—we’re building the blueprint for accessible, lasting impact.  

Mailbox Money

Foss Fields

Optimum Energy Partners is an independent oil and natural gas company engaged in the acquisition, development, exploration, and production of oil and natural gas properties. We provide accredited investors the opportunity to boost their portfolios and significantly lower their tax burden by acquiring valuable energy assets. Working together, we can achieve industry-leading exploration success and exceptional reserve growth. Our methods are sustainable, effective, and highly profitable.

Optimum Energy Partners

Optimum 15 Well Joint Venture

Overland Reserve

Track Record Assets helps people invest in multi-family real estate through Private Equity Syndication. Whether you're aiming for early retirement, building a robust portfolio, or securing passive income, our program is tailored to your unique goals.

Track Record Assets

Northside Upgrade

Matthew Sherman, Retirement Advisor

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