VENDORS

South Dakota Mail Services:

South Dakota Residency Center – (605)722-5270 (Speak with Lynne)

Website: www.choosesd.com

Tax Advisors and Tax Preparation:

Bookkeeping:

Notary Services  

https://abundancegroup.com/notary

Conveyances

Schedule a call with Matt Rocco – www.AbundanceGroup.com/Matt  – or Dr Gina – www.AbundanceGroup.com/Gina  – to discuss your needs

Investment Committee Advisors

Shaun Clearwater

OFFICE: 916-234-6539

MOBILE: 916-712-9669

CA Insurance License: 0E67609

EMAIL: sclearwater@fullfocusfinancial.com

Schedule an Introduction Call

Lenders

  • Quontic Bank – Frank Melia – fmelia@quonticbank.com, Office: (631) 794-3511, Mobile: (516) 729-3438 Website: www.quontic.com

IRA Services

Closing Agent and Title Company – California Only

Dr. Gina’s  Physician for Stem Cell Treatments 

Kenneth J. Galang, M.D. P.A.

Phone: (239)225-0129

Website: https://www.galangmd.com/

Assistance in Creating Wyoming LLCs

  • Move Your LLC or Corporation to Wyoming (Continuance) – contact Dr. Brent Whitlock (see below under Legal Services)

Wyoming Private Trust Company – Third Party Manager and Set Up 

First, make sure that you  Purchase Your Wyoming Private Family Trust Company. Next, create an account on www.belgrovemanagement.com and follow the instructions for choosing the name of your PFTC and providing the information needed to create the PFTC. During the setup process, you can choose to hire John Misiag as your PTC Manager or you can choose to be your own Manager.

John Misiag – info@belgrovemanagement.com, (321) 837-9527
Schedule an appointment: https://go.oncehub.com/JohnMisiag1
For more Information: belgrovemanagement.com

Legal Services

Dr. Brent Whitlock

Dr. Brent is a member of the Tax Bar and can therefore prepare Opinion Letters for your Trust. He is also a Client and our Corporate Attorney. He’s on nearly every group call. Therefore Dr. Brent can act as Trust Protector for your Trust.

Contact: Dr. Brent Whitlock 

Email: brent@brentwhitlocklaw.com 

Phone: 630-570-0258

Website: brentwhitlocklaw.com

Steburg Law Firm P.C
Anita is a member of the Tax Bar and can therefore prepare Opinion Letters for your Trust.

Contact: Anita Steburg
Email: anita@steburglawfirm.com
Phone: (408) 209-2073
Website: https://www.steburglawfirm.com/

Mombrun Law, PLLC
Agnes is a member of the Tax Bar and can therefore prepare Opinion Letters for your Trust.

Contact: Agnes Mombrun Geter
Email: agnes@mombrunlaw.com
Phone: (321) 216-2040
Website: https://www.mombrunlaw.com/attorney-profile

Sawgrass Law, PLLC
Sawgrass Law’s attorneys are member of the Tax Bar and can therefore prepare Opinion Letters for your Trust.

Their attorneys can also act as Trust Protector for your Trust. They can assist with Real Estate issues in Florida. They can also assist with immigration and visa issues as well.
Contact: Stephen Edlund
Email: sedlund@sawgrasslawflorida.com
Phone: (941) 238-6936
Website: https://sawgrasslawflorida.com/ 

Foundation Marketing

The Brickroad Media Foundation Marketing Package includes:

* Foundation website (after you purchase your domain name, we will create your website, write your copy, optimize your site for search engines, setup your email address, etc.)
* Social Media Pages on at least 3 social media platforms
* Writing 2 Press Releases for your Foundation and disseminating them to your website, your social media pages, and at least 1 paid distribution service
* Assistance in applying for Google Advertising Grant

Contact Jack Humphrey @ Jack@brickroadmedia.com to get started!