WELCOME TO SUCCEED CONSULTING FIRM

STEP 1

CLICK THE GET STARTED BUTTON TO ACCESS YOUR NEEDS

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Learn some interesting facts about Estate Planning and Trust.

 

Click the link below 

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STEP 2 

WATCH THIS VIDEO

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Karan Staggers

After doing my research and consulting with several other companies, Succeed by far has the best price along with the education.

Robert Hutton

As I looked into this information, the education and the knowledge alone is worth more than any assets a person can have. 

Krista Bartlett

The professionalism of the company and thoroughness & expertise of the staff made it very easily to understand Estate Planning and Trust

STEP 3

DOWNLOAD THE SUCCEED ESTATE 20/20 VISION

 
1st Appointment

CAN ANY PERSON BE A TRUSTEE?

CLICK THE LINK BELOW TO GET YOUR ANSWER FROM GOOGLE

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STEP 4

REGISTER FOR OUR FREE PODCAST

 EVERY THURSDAY AT 1:00P.M CST

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CAN YOUR TRUST BE IN THE DISTRICT OF COLUMBIA?

 

CLICK THE LINK BELOW TO GET YOUR ANSWER FR

STEP 5

BOOK YOUR 1ST APPOINTMENT TRUST PACKAGE

 

Book Your Appointment

STEP 6

REGISTER FOR OUR 3-DAY CHALLENGE 

 3-Day Estate Challenge Jan 12-14, 2026 12:00p.m to 2:30p.m CST

 

STEP BECOME A SUCCEED MEMBER

 Join our Succeed Family and learn from our Intellectual Property Platform. 

 

OPTION #3

 Get the Offer price of $25,000 when you pay within 90 days.

USE FUNDING TO PAY FOR YOUR TRUST

 Put $2,500 down and pay the rest of your Trust balance through 401K, IRA, CD, Money Market, Personal Funding, Business Funding and even Referrals.

USE YOUR 401K OR IRA TO GET YOUR TRUST

Now that most people understand the concept of using Federal Trust for their retirement and their investments, they now can understand that using a 401K or IRA to pay for your Trust is a good idea.  Using the social security number is not the best way to retire or build generational wealth.  Therefore, it is best to take all investments and 401K out of social security number. 

Book An Appointment

USE YOUR CD, MONEY MARKETS OR STOCKS TO GET YOUR TRUST

CDs, Money Markets, and Stocks do not need to be attached a social security number.  Therefore, it is a good idea to get these financial vehicles out of your name and use the funds to purchase your Trust.  Then let the Trust go into these investments with its EIN.

Book An Appointment

USE YOUR REFERRALS TO GET YOUR TRUST

After putting your down payment for the Trust, you now eligible to refer others to Succeed and receive a 10% referral fee towards your Trust balance.  Once your balance is paid in full, your referral fee turns into a commission.  

Start Your Referral List Today

NEED HELP FINANCING YOUR TRUST?

No worries, we can help you obtain personal and business funding to pay for your Trust.

USE YOUR PERSONAL CREDIT

In order to get financing for your Trust either through personal or business funding, you will need to have 720 plus credit score, with 5 to 7 primary accounts, no blemishes, with 180 days of good payment history.  

Get my credit score

APPLY FOR PERSONAL LOAN

Once you have met the requirements listed above, you can apply for a personal loan through Truist Bank online to complete your Trust payments.  

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days.  

Apply Now

USE YOUR BUSINESS

If you want to use your business to obtain business funding.  You will need to meet the requirements for personal funding along with some additional business documents.  Your business is required to have a business address, business phone, EIN number, and be in good standing with the Secretary of State. 

Get My Personal Credit Score

NEED A BUSINESS FOR FUNDING

 Our price is $2,500.00.  Get our Exclusive Offer Today at $1,500.00.

GET PRE-QUALIFIED FOR BUSINESS FUNDING

Once you have met the requirements listed above, you can get pre-qualified for business funding. We are partnered with Lexington Capital for business funding.

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days  

6. Business Registered with A Secretary of State.

7. Business Address and Phone

8. Business Email

9. Business EIN

10. Business In Good Standing

Get Pre-Qualified Today

DON'T HAVE A 720 PLUS CREDIT SCORE?

No worries, we can help you build your credit and restore your credit at the same time.

SUCCEED HAS PARTNERED WITH DISPUTE BEAST

 

Dispute Beast has one of the best credit repair platforms out there on the market.  Their incredible AI software identifies all of your blemishes and creates the letter for you.  They even go as far as to mailing the letters off for you.  If you need credit repair, do not hesitate, sign up today.  

Sign Up Now