If everything you knew about mortgages turned out to be wrong … when would you want to know?

I specialize in converting home equity into wealth.

While the mass media discusses how to save money on a mortgage, I educate my customers on how to make money with their mortgage. Oprah! recently featured these concepts.

I teach my customers how to structure their mortgage financing to accomplish these goals:

• Provide for the safety of your assets
• Achieve liquidity of your assets
• Increase your net worth
• Maximize your tax deductions
• Improve current cash flow
• Prepare for future needs …
• 97% of families aren’t saving enough for college
• 67% of people aren’t saving enough to sustain their lifestyle during retirement
• 56% of mid-life adults aren't saving enough to care for their aging parents

 

“Americans devote the largest portion of their incomes to housing. Consequently, how you handle the financing of your home will have far-reaching implications on virtually every facet of your financial life, including your ability to save, pay for college and plan for retirement,”

Ric Edelman
Author
The Truth About Money
The New Rules of Money
Ordinary People, Extraordinary Wealth

Do you really JUST need a mortgage?

On-line and big institutions want to reduce the mortgage application to a do-it-yourself or clerical process. This fails to consider issues like those above and:

• Publication 936 and potential restrictions on your home mortgage interest deduction.
• Capital gains and recent tax reform.
• Tax-advantaged, cash-flow savings ignored by 96% of homebuyers.
• The rising prevalence of pre-payment penalties.
• Cash flow advantages of waiving escrow accounts.
• What is your HBDR and how does that affect you?

I focus on your big picture in a personal consultation.

The consultation is free. Discover how the right mortgage can help you make money ... not just save it.

Call or e-mail me to schedule your personal consultation.

Order:
Creating Wealth from Equity

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