Key Services

Think Energy is an energy retailer that offers clean electricity to customers in various states and the District of Columbia. The company focuses on providing fixed-rate plans to ensure price stability, with the mission of making clean energy "simple, easy, and affordable for everyone." 

MWR, which stands for "Make Wealth Real" or "MWR Financial," is a multi-level marketing company that focuses on providing financial services and wealth-building programs. These services often include credit repair, debt reduction strategies, and financial education.

A digital platform that modernizes financial advising by enabling seamless online collaboration between advisors and clients through secure document storage, activity tracking, and streamlined communication. This platform not only enhances client relationships and sales opportunities through improved digital engagement but also consolidates financial information and facilitates estate planning, particularly in partnership with SBLI.

Focuses on empowering financial advisors by providing them with resources, operational support, and a competitive commission structure. This network aims to help advisors grow their practices and better serve their clients, essentially acting as a support system for financial professionals.

An accounting services company specializing in tax credits including Employee Retention Credits (ERC) and other types of tax credits. The ERC program helps businesses from 4 to 500 employees qualify and apply for up to $26,000 per employee from the COVID era.