Private Loan & Capital Servicing Platform
Setup Phases — “Steps to Get Started”
How it Works
The Generational Wealth Cycle
Work and save
Capital moves from the savings or retirement-plan vehicle into the segregated pass-through account.
Plan & Preserve
Systematic disburses of funds to approved borrowers under the master servicing agreement.
Support & Grow
Borrowers repay principal + servicing fee. The servicer forwards full repayments to the retirement-plan account, and retains only the agreed fee
Share & Renew
Full documentation and ledger exports provided monthly for audit and trustee review. Pass down lessons learned for continuing & future cycles.
Important Regulatory Note: Sanford White LLC and its affiliate Sandco Services act solely as consulting, documentation-preparation, and servicing agents. We are not a bank, lender, savings institution, or traditional financial services provider. All funding, capital deployment, and custodial responsibilities remain with your qualified retirement plan or IRA custodian. You should consult your legal, tax and trustee advisers before implementing any capital-deployment strategy.
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Segregated Servicing Accounts
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