SERVICES OFFERED

Our financial services are designed to help individuals, families, and business owners take control of their money, protect what matters most, and build long-term wealth.

We offer strategic guidance in:

• Life Insurance – Protect your loved ones with custom coverage that fits your stage of life.
   
• Retirement Planning – Build a secure future with personalized investment strategies.
   
• Tax-Advantaged Strategies – Reduce future tax burdens with smart planning today.
   
• College Savings & Education Planning – Prepare for your child’s future without sacrificing your own.
   
• Executive & Business Owner Solutions – Protect your company with key person insurance, executive bonus plans, and succession strategies.
   

Whether you're just getting started or scaling your success, we’ll help you Measure, Evaluate, Transform, and Achieve your financial goals—with integrity and results you can trust.

 We believe estate planning isn’t just for the wealthy—it’s for anyone who wants to protect what they’ve built, care for their loved ones, and leave a lasting legacy.

Our estate planning services include:

• Revocable Living Trusts – Avoid probate, maintain privacy, and ensure your wishes are followed.
   
• Wills & Power of Attorney – Appoint trusted individuals to handle your affairs when you can’t.
   
• Advance Healthcare Directives & HIPAA Authorizations – Make your healthcare wishes known and legally protected.
   
• Trust Transfer Deeds – Ensure your home and assets are properly titled in your trust.
   
• Legacy Planning – Create a generational wealth strategy that aligns with your values.
   

Whether you're starting from scratch or updating an old plan, we’ll help you Measure, Evaluate, Transform, and Achieve peace of mind for you—and protection for those you love.

We help you finance your future with clarity and confidence. Whether you're buying your first home, refinancing for better terms, or investing in real estate, we guide you through the mortgage process from start to finish.

Our mortgage services include:

• Home Purchase Loans – Find the right loan for your dream home with competitive rates and flexible terms.
   
• Refinancing – Lower your payment, reduce your term, or pull equity to reach new goals.
   
• Investment Property Financing – Build wealth through real estate with tailored solutions for investors.
   
• Self-Employed & Non-Traditional Borrower Programs – Creative financing options for entrepreneurs, business owners, and gig workers.
   
• Credit & Pre-Approval Guidance – Get prepared and positioned for loan success—even if you're just starting out.

 We combine expert advice, personalized strategies, and heart-led service to help you Measure, Evaluate, Transform, and Achieve your homeownership and investment goals. 

We don’t just help you buy or sell real estate—we help you build wealth through strategic property ownership and smart decision-making.

Whether you're a first-time buyer, seasoned investor, or looking to sell for top dollar, our team is here to guide you with clarity, experience, and heart.

Our comprehensive real estate services include:

• Residential Purchases & Sales – From your first home to your forever home, we handle every detail.
• Investment Properties – Identify high-return opportunities and build a real estate portfolio with confidence.
• Pre-Foreclosures & Short Sales – Navigate distressed properties with expert support.
• 1031 Exchanges – Defer capital gains and reinvest your equity with proper timing and structure.
• Property Valuations & Market Analysis – Make informed decisions with local, data-backed insights.

We offer in-house escrow coordination to make your transaction smoother, faster, and more secure. No third parties. No guessing games. Just a trusted team handling your paperwork, compliance, and closings all under one roof.

Our integrated approach ensures:

• Faster communication
• Reduced delays
• Increased protection of your funds
• One team working together—for you
   

At M.E.T.A., we help you Measure, Evaluate, Transform, and Achieve your real estate goals—so you can move with confidence and grow with purpose.

We offer reliable, accurate, and confidential notary and document services to support your legal, financial, and real estate needs.

Whether you’re finalizing a trust, transferring a property, or submitting immigration documents, we ensure your paperwork is properly executed and legally recognized.

Our services include:

• General Notarizations – Acknowledgments, jurats, affidavits, power of attorney, loan documents, and more
   
• Estate Plan Notarizations – Trusts, wills, advanced directives, HIPAA forms, and deed transfers
• Real Estate Closings – Mobile or in-office notary for purchase, sale, and refinance packages
• Loan Signing Services – Certified signing agents available for lenders, brokers, and escrow
• Trust Transfer Deeds & Property Filings – Drafting, notarization, and filing assistance (Recordings for local counties also available for additional fee.)
   

We also provide:

• Apostille Services- fast, secure, and reliable apostille services to help you validate U.S. documents for international use. 
• Bilingual Support – English and Spanish language services available
   

Let M.E.T.A. help you Measure, Evaluate, Transform, and Achieve with dependable notary and document services you can trust.

We proudly assist families of Mexican descent in reclaiming their roots and expanding their opportunities through dual citizenship processing assisted by an law firm in Mexico.

If you or your children were born in the U.S. and have at least one parent who is a Mexican citizen, you may be eligible for Mexican citizenship by birthright—and we’re here to guide you every step of the way.

 Our services include:

• Document Preparation & Translation – We organize and translate birth certificates, IDs, and other required documents.
• Registro de Nacimiento en el Exterior – Guidance through the official registration of birth at a Mexican consulate or in Mexico.
• Consulate Appointment Scheduling – We coordinate and prepare you for your visit to the nearest Mexican consulate or in Mexico.
• Legal & Apostille Support – If needed, we assist with document authentication, apostilles, and notarizations.
• Bilingual Support – All services available in English and Spanish to make the process simple and stress-free. 

Benefits of Dual Citizenship Include:

• Legal residency and work authorization in Mexico
• Inheritance rights and property ownership
• Access to healthcare, education, and national identity
• Stronger ties to culture, family, and future generations

Reclaim your heritage. Expand your future.
With trusted dual citizenship processing for Mexico.