Complete Wealth Solutions Inc, and the companies we may introduce you to.
We introduce clients to other companies. Some of those companies are ours.
We would rather you hear that from us, plainly and in one place, than work it out later. Nothing on this page changes what you pay us or what we deliver. It is here so that when we suggest a lender, an agent, a contractor, or an attorney, you know exactly what our relationship to them is and can weigh the introduction accordingly.
You are always free to use whoever you want. Using a company on this list is never a condition of working with us, and it is never required to receive any part of any program you have bought.
Nora Preston is Chief Experience Officer of Complete Wealth Solutions. She also has more than 30 years in commercial lending and mortgage loan origination, which is why she is the one who talks to you about financing.
National Capital Resources, the lending company we may introduce you to, is hers.
That is not a problem, and it is not a secret. It is the reason she knows what she knows. But you should know it before you sit down with them, not after, so you can ask the questions you would ask any lender and shop the terms against anyone else you like.
The same applies to Elite Realty International and Elite Property Team, which are Jen's.
Nothing passes between our companies for sending you to one another. If we introduce you to ERI, EPT, NCR, or EBS, we do not earn a referral fee, a commission, or any other payment for the introduction. We disclose those companies because we own them, not because we get paid.
One outside arrangement does carry a benefit and we are naming it. Anderson Advisors, who we may recommend for entity structuring and tax work, extends Jen an affiliate credit that can be applied toward additional Anderson services. It is a credit with Anderson rather than cash, and it does not change what you pay. It is still a benefit to us if you work with them, so it belongs here.
We hold no ownership in any of these and, apart from the Anderson credit named above, we receive nothing for introducing you to them.
Questions about any of this are welcome. Ask us directly.
[email protected] | (386) 478-4142
This page is maintained by Complete Wealth Solutions Inc, Edgewater, Florida, and is updated as entities are added or relationships change. Where it differs from a disclosure in a signed agreement, this page governs.