Your Goals + Our Planning = Total Strategy
Do you view your mortgage as a loan or a financial instrument? For most people, their mortgage represents their largest and most important debt obligation while their home represents their most significant and largest asset. The tools and training necessary to provide complete analysis are now available.
A mortgage plan allows you to consider several mortgage options and determine the strategy that best helps you to accomplish your goals.
A mortgage plan will have a powerful impact on your overall financial strategy. A mortgage plan clarifies your options and illuminates quality decisions.
Mortgage Plan Benefits
Understand how to identify the lowest cost option
Accelerate your goals by determining your "Freedom Point"
Integrate your mortgage into your overall financial plan
Optimize your equity and debt configuration
You will also learn:
How to use your house as a tax shelter
How equity inside your house functions as an investment compared to other types of investments
How your house functions as an asset and a liability
What portion of your overall wealth your house encommpasses and how that wealth can be protected from risk