As Mortgage Planners, it is our job is to educate new and current clients by showing them how to use their mortgage as a financial tool i...
As Mortgage Planners, it is our job is to educate new and current clients by showing them how to use their mortgage as a financial tool in order to benefit over all long and short term financial goals. Through the use of our updated software, vast product knowledge and by continuously monitoring changes in the market, our Mortgage Planners are prepared to provide you with information such as: How to safely manage your home equity. You're over all blended rate (mortgage and other payments). Estimated mortgage interest write off's ( Based on personal tax bracket) Ways to improve cash flow Necessary changes in your debt. Estate tax issues and use of Trusts' as solution's. On investment properties, how they perform from both cash flow and internal rate of return perspective. Based on the information you will provide we are then able to offer mortgage planning solutions that address your needs. We will review these recommendations with you to make sure yo