About

Us

Founded in 2012 and backed by a team of experienced professionals, our strategic services meet the needs of all types and sizes of clients - from small startups to large firms - and deliver lasting changes with measurable growth. Financial success, no matter your current situation or economic status, is achievable. Please get in touch with us today to learn how Wiley Resource Management LLC can help your future success.

Integrity and Honesty with every interaction
Listening and Helping others achieve their goals
Dedication to Excellence in everything we do
Leading others by our own example
Being Disciplined and Holding ourselves accountable
Taking initiative and following through
Teamwork through cultivating great relationships
Fostering an Entrepreneurship mindset

Working with you to help you reach your goals. In the next 12 months, Wiley Resource Management will look to expand our operation into Central/Northern Florida and into Georgia by 2022. We will be expanding our residential lending program and adding Title Servies to our offering. International expansion is also a focus of the company with the Caribbean and Canada being our first growth abroad.

Business Planning and Consulting

Wiley Resource Management can assist you with everything from setting up your business entity, securing your Tax ID and Registering your Business with the Secretary of State. We can work with you to develop your business plan and to better position it to receive business funding.

We work with clients on strategy, planning & problem solving to help clients enhance business skills and knowledge. We are problem solvers that are here to help you grow your business.

Tax Preparation

We work diligently on our client’s behalf to minimize their tax liability and maximize any potential refund. We accomplish this by conducting a thorough consultation to understand your situation needs and goals. These services are offered for both personal and business income tax returns.

Personal Financial Literacy Consulting and Investment Advisement.

We work with World System Builders to provide free financial education via virtual meetings and webinars. We also provide Real Estate planning via Legacy Shield where consumers create appropriate & accurate estate plans using the system’s built-in artificial intelligence and attorney review process. Included with this partnership is access to The Heartland Institute of Financial Education (HIFE) where we offer a college planning program to help students and parents successfully navigate the complex college planning, selection, and financial aid process.

Property & Casualty Insurance

We use BOLT, where we invite our clients to get quotes for various types of Property and Casualty Insurance. We utilize or extensive insurance expertise founded on the principles of Making it easier to present the right coverage at the right price and providing excellent service to customers regardless of the size of the policy placed. Our Agents are licensed in all 50 states and are trained on a state-by-state basis so no matter where the risk is located, we agent can help.

Mortgage Loan Origination

Together with the assistance of an experienced loan officer guiding you through the often overwhelming process of choosing the exact loan to meet your specific needs, is easier than ever.

Life & Health Insurance

Life insurance provides a death benefit for an individual’s beneficiaries. It allows survivors to pay off debts and other expenses; it can also provide a source of income to replace that lost by the death of the insured. There are two primary types of life insurance: term, which provides insurance for a specified period of time at a lower cost; and permanent, which provides a certain amount of coverage at variable rates.

There are other variations, including universal life, which builds cash value and is widely marketed by life insurance companies. Let us educate you then help you find something that is suitable and affordably designed to meet your goals.