Are you planning to start a business in the US? Or has your existing business hit a wall and stopped growing? We are not traditional consultants. We are Growth Architects. At Financorp Consulting, we design and build the systems that turn your vision into a scalable, protected, and profitable reality.
Closed now
The DRL Group specializes in bonds, primarily tax-free bonds. Approximately 80% of our transactions are in the tax-exempt sector, with 80% falling under the insured category. The other 20% of our business comes from Corporate Bond transactions, with 50% of those being in High Yielding Corporates. Our specialty is acquiring securities from dealers and then allocated them into retail accounts. We subsequently look for the perfect match (requested credit quality, yield, duration, and amount) within our client base for each security. We focus mainly on the bid side of the market and then pass along the savings, resulting in higher yield, to our clients. Using this approach, we can show our clients a wide array of securities in all 50 states that meet their financial objectives. Our goal is to tailor each portfolio to meet their desired rate of return based on market conditions. Many options exist in the municipal world to either create a new portfolio, or add to an existing one, by replacing securities that have been called or matured. While we do a small portion of equity business, bonds are our primary focus. Our clients rely on the DRL Group to manage the debt portion of their assets base. Our #1 objective is to keep their money working tax-free while they continue running their businesses, focusing on their career, or just enjoying retirement. Once we establish an account, we maintain close communication with our clients and, of course, monitor their existing investments.
I provide the best service available for clients by helping them with their investments, retirement and income planning while incorporating tax efficiency, proper asset allocation and risk tolerance.
Closed now
Independent, Fee-Only Fiduciary Financial Advisor | No Commissions, Just Clarity Hi, I’m Todd. We help individuals and families make confident financial decisions through transparent, conflict-free advice. As a fiduciary, I’m legally obligated to act in your best interest—always. Whether you need help planning for retirement, managing investments, or navigating life transitions, I offer personalized strategies tailored to your goals. * Fee-only (no product sales or commissions) * Fiduciary standard of care * 100% independent advice * Virtual consultations available Let’s build an investment plan that works for you—not for Wall Street.
Closed now
