Business Owners

Business Funding

The Capital Your Business Needs. Structured the Way You Work.

Structured capital solutions for business owners who need equipment financing, working capital, lines of credit, or business term loans. Designed to fuel growth without disrupting your financial foundation.

Apply Now
LivingLEGACY™ pillars addressed:Liquidity

How This Strategy Works

01

Equipment Financing

Fund the equipment your business depends on without depleting reserves. Fixed monthly payments, terms from one to six years, and potential Section 179 tax deduction treatment for qualifying purchases make equipment financing a structured, tax-aware path to the tools you need.

02

Working Capital and Lines of Credit

Fast access to operating capital when your business needs it. Working capital solutions can fund in as little as 24 to 48 hours. Revolving lines of credit provide standing access without reapplying every cycle — with amounts up to $750,000 and funding up to $10 million for qualified borrowers.

03

Business Term Loans

Structured capital for longer-horizon business needs. Fixed monthly payments, terms from one to three years, and loan amounts up to $10 million. A soft-pull application process means exploring your options does not affect your credit score.

Your Next Step

Apply Now

Start with a soft-pull application that does not affect your credit score. See your options before you commit.

Start Your Application

Section 179

Qualifying equipment purchases may be fully deductible in the year of purchase. Use the Section 179 calculator to see your potential tax savings.

Calculate Your Savings

Talk to an Advisor

Not sure which funding structure fits your business? Schedule a complimentary Strategy Review and we will walk through it together.

Schedule My Strategy Review

Access to capital is not just a financial decision. It is a strategic one. The right funding structure, at the right time, creates the margin your business needs to grow on your terms.

Complimentary. No pressure. A clear path to your LivingLEGACY™.

Planning Insights

Receive new planning insights, guides, and educational updates.