Farah Advisory Services

Since 1976, our Registered Investment Advisor, Michael Farah has managed substantially over 300 million dollars of clients' assets. In addition, he has acted as Trustee for many family trusts and foundations. We work directly with high profile, high networth individuals and seniors along with many estimate planning attorneys, tax attorneys and CPA's to deliver seamless transactions for family trusts and family foundations where Farah Advisory Services acts as a trustee or successor trustee. Farah Advisory Services offers portfolio management with no commissions, thereby eliminating the apparent "conflict of interest" with the traditional broker-client relationships. Clients enjoy a single wrap fee which is less than half of our major competitors' fees. Clients at Farah Advisory Services enjoy some of the most innovative private banking services in the investment industry. We have expanded our private banking services by offering automatic bill payment from personal accounts for utilities, house payments, credit cards and many other recurring expenses. These services especially appeal to our mature clients, assisted living residents, professionals and frequent travelers who can plan extensive trips without worrying about coming home early to make bill payments. The private world of the successful…Our sphere is one of the most successful set of clients, leaders and affiliations around the globe. We have access to many of the great private clubs, yacht facilities and entertainment venues. A registered client of Farah Advisory Services only needs to contact the customer service representative to arrange a private invitation.

The Bahnsen Group

The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Innovative Field Management, Inc.

Combining Face-to-Face personal contact with state of the art technology, we are able to help reduce the banks losses in a timely and efficient matter. IFMI is a Disabled Veteran owned business Our Mission at Innovative Field Management is to support our clients with 24 hour turn time as our standard service. We train and develop field agents, supply them with assignments to perform, track their individual progress, and quality control their work. Innovative Field Management Inc provides coverage for the states of Hawaii, Alaska, New Mexico, North Dakota, South Dakota, Wyoming, Montana and Puerto Rico

BluePoint Mortgage

BluePoint Mortgage, a top wholesale mortgage lender headquartered in Orange County, California, is dedicated to providing its broker partners with knowledge and best-in-class service. With over 30 years in the industry, BluePoint Mortgage has earned the trust of its broker partners and has quickly risen to become one of the nation's top wholesale lenders. Our broker partners have access to exceptional resources and pricing on Non-QM, Conventional, VA and FHA loan programs including our very own ZERO-DOWN FHA loan. BluePoint Mortgage is licensed to lend in 30 states and is expanding its footprint across the country. Knowledgeable account executives and operations staff are ready to provide outstanding service and broker support. We invite you to become an approved broker and enjoy a level of service and speed that is unrivaled in wholesale lending. Discover why over 2,500 brokers rely on BluePoint Mortgage for their lending needs. BluePoint Mortgage | bluepointmtg.com | 877.267.1056 | NMLS# 320004 nmlsconsumeraccess.org

South Coast Investment Advisors

South Coast Investment Advisors specializes in wealth management for high-net worth individuals and their families. We serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus. Our process creates an experience that empowers our clients to make the right decisions with more successful outcomes. As Personal Financial Advocates, we work in close partnership with each of our clients' trusted advisors. With decades of experience in money management, tax planning, estate transfer, and portfolio risk mitigation, our coordinated approach develops an insightful, personal benchmark unique to each client. We use sophisticated financial planning software to organize each client's financial information into one consolidated place. Utilizing Nobel Prize winning science, we understand how each client feels about risk and design our plans to perfectly align within a comfortable bandwidth of acceptable risk. Our portfolio architecture is comprised of elite money managers that have deep expertise in traditional investments strategies as well as tactical and diversifying strategies like REITs and alternatives, enabling our clients to have potential success in all types of markets. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.southcoastinvest.com Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are not an endorsement.