OUR MISSION


To make a difference,

with financial solutions that give our clients and lenders 

the Freedom to Grow so they can do more, earn more, and be more.

Capital is the life blood of your business. The byproduct of having capital is freedom. Having capital frees up time, resources and space in your head that would otherwise be preoccupied with stress and anxiety from the paperwork and red tape involved with chasing down capital in the first place.

Financial Consulting Inc. gives you Freedom to Grow, expand, and focus on your core strengths, talents and passions. We give you the freedom to pursue new opportunities, and peace of mind from knowing that you have secured the wisest deal possible for your business. We are a trusted partner and will advocate for your best interests. Give your business the Freedom to Grow it deserves.

OUR SERVICES


Banks

As a lender you are busy and you need an expert team in your corner to help you navigate the waters of FSA, SBA, and USDA backed government guaranteed lending. Financial Consulting Inc. (FCI) wants to be that strategic part of your team. We help lenders take advantage of these credit enhancements to properly manage risk, increase profit, and go after business that you would not otherwise be able to service. Let us help you build relationships and grow your loan portfolio with safety and confidence. FCI offers the unique resources to differentiate you from the competition, and grow your bank’s footprint in today’s market. Almost 50% of small business owners have claimed cash flow problems. What are you doing today to help? The agriculture, and business sectors are fraught with ups and downs due to market and weather related uncertainties. What are you doing to improve your credit quality? Call FCI today. We are here to help you stimulate, manage, and grow your commercial and agricultural loan portfolios securely and efficiently. We are here to give you and your clients Freedom to Grow!

Farm & Ranch

Financial Consulting Inc. specializes in all types of loans for the agricultural community. We have access to banks with expertise in various forms of agricultural lending including: Real Estate, Cow & Equipment Term Loans, Operating Lines of Credit, and Cattle Purchase Lines of Credit. We work with various lenders that know agriculture. Many of them operate their own farms and ranches or grew up in the business. We work with lenders who offer FSA backed and Conventional financing, and we also work directly with the FSA on their attractive direct loan products. We help you to get the financing you need enabling you to have the Freedom to Grow your operation.

Business

Financial Consulting Inc. specializes in getting all types of loans for business owners from start-ups to established stakeholders, we can help with expansions, major purchases and acquisitions. We have access to banks that specialize in various forms of small and middle market business loans including: Real Estate, Equipment Term Loans, Operating Lines of Credit, Business Acquisition, and Debt Restructure. Our banking partners are seasoned lenders who know and understand the ups and downs of business ownership. We work with lenders who offer SBA, USDA, and Conventional financing. We also work with factoring companies that offer quick access to accounts receivable financing. Our goal is simple; we want to help you and your business find the right financing and the right lending partner so that you can have the Freedom to Grow!

OUR PROCESS


DISCOVERY

Our first step is to make sure that it makes sense for us to work together. In order to properly evaluate your loan we need to understand your current and historical financial position and have an understanding of your needs. Our partnership begins with reviewing your current financial statement which includes the last three years of income, expense, and production information. We will request documents from you to begin creating your loan application.

ENGAGEMENT

Once we make a preliminary assessment of your needs and capacity we will enter into a contract with you. The contract requires a small upfront retainer. The balance of our reasonable fees are usually collected at loan closing and are dependent upon a successful funding!

PRELIMINARY

We build a summary of your current, historical, and projected operational capacity. We then send it to you to review before it is sent to one of our many qualified lenders, or if you prefer a lender that you already have a relationship with.

PRESENTATION

The next step is to present this custom made for you proposal to a lender, the right lender. When our proposal is accepted by the lender, we will receive a letter of commitment. Financial Consulting Inc. will follow your loan through the final stages of appraisal, title exam, and closing. We are a trusted partner giving you and your business Freedom to Grow!

OUR TEAM


Charlie Loomis

Charlie Loomis

Senior Loan Consultant

Charlie is a 1996 graduate of Oklahoma State University and has a degree in Agriculture Economics, Farm & Ranch Management.  A native to Woodward, Oklahoma, Charlie and his beautiful wife Kim make their home in rural Pawnee, Oklahoma with their six awesome kids.  Charlie began working as a loan consultant in 1999 and formed Financial Consulting Inc., (FCI) in 2003.  Charlie has packaged and placed several millions of dollars of financing over the years including work with various government guaranteed and direct lending programs, as well as conventional loans.  Charlie loves to structure deals and bring the right team together for each client.  His financial areas of expertise include business, agricultural and accounts receivable lending.

Hope Roberts

Hope Roberts

Senior Loan Consultant

Hope is a 1994 graduate of Oklahoma State University and graduated with a double major in Accounting and Finance.  Hope and her husband Travis also make their home in rural Pawnee, Oklahoma where they were both born and raised.  Hope and Travis are the proud parents of three awesome kids.  Hope began working as a loan consultant in 2002 and has specialized in Small Business Administration loans.  She has packaged several millions of dollars of financing over the years and has experience working with all types of businesses from start-ups to established multi-million dollar companies.  Mrs. Roberts is well known and respected among SBA staff locally and at the national office as well as an excellent reputation with lenders across the state.

Jeana Robinson

Jeana Robinson

Office Manager

Jeana is the newest member to the team. She is returning to her roots in Pawnee from Oklahoma City where she got her Bachelor’s Degree from the University of Central Oklahoma. She has lots of family in the area and enjoys getting to spend time with them.

CONTACT US


Mailing Address:
Financial Consulting Inc.
PO Box 236
Pawnee, OK 74058

For Fed Ex or UPS please use one of our physical addresses
Financial Consulting Inc.
Attn: Charlie Loomis
343101 E 4900 Rd
Pawnee, OK 74058

Financial Consulting Inc.
Attn: Hope Roberts
536 Illinois
Pawnee, OK 74058

 

14 + 11 =

Charlie Loomis
President and Sr. Loan Consultant
Email  cloomis@fciok.com
Office Line 918-762-2271
Fax Line 918-762-2539
Mobile Line 405-880-0579

Hope Roberts 
Sr. Loan Consultant
Email hroberts@fciok.com
Office Line 918-762-3108
Fax Line 918-762-2539
Mobile Line 918-225-8929

Jeana Robinson
Office Manager
Email jrobinson@fciok.com
Office Line 918-762-2271
Fax Line 918-762-2539
Mobile Line 405-612-3797