Saturday Strategy
Mortgage FAQ, Did you knows and much more!
What is an Equity Transition Plan & how can it help you?
P.S. Do you know someone looking to buy, sell or refinance a home that needs an Equity Transition plan? We'd love to! You can just text/call me at 480.553.8770.
What Realtors Gain by Partnering with a Certified Liability Advisor
Most Realtors already know how important financing is. A buyer can love the house, the location, the floor plan, and the backyard. But if the financing strategy does not fit the client’s bigger picture, the deal can become stressful fast. That is where working with a Certified Liability Advisor can be a major advantage. A…
Why Financial Advisors Should Care About Mortgage Planning
Most financial advisors spend a lot of time helping clients grow assets, reduce taxes, manage risk, and prepare for retirement. That all matters. But there is one area that often gets ignored, and it can have a huge impact on a client’s financial life. Their mortgage. For many families, the house is one of the…
P.S. Can I count on you to contact me if you hear that a friend, family or coworker is looking to buy, sell or refinance? Call/Text 480.553.8770 - We'd be honored to help them too!