Why free consultations and services at no cost? Our goal is to make your financial journey as smooth as possible. We understand that navigating the world of mortgages and real estate can be overwhelming, but we are here to help you every step of the way. We believe in providing you with all the information and options available so that you can make the best decision for your unique situation.
- Qualifying for mortgage loans to buy, refinance, or buy investment properties using the full product mix offered in the Mortgage Service Available section above.
- Building real estate portfolio plans for pension income using real estate as a transferable wealth in your estate. Building an income stream and net worth for generations to come. It’s all about the long game plan – deferred gratification.
- Property valuation and investment opportunities evaluations for
- Current property conversion to a rental
- Considering property improvements and upgrades to increase values.
- Cash buyer property analysis for
- Fix and Flips
- Fix and hold as Rental
- Fix and Hold as a rental then sell in 1 or 5 years using taxable money or Self-Directed IRA money or both together.
- Self-Directed IRA Investor planning, strategies, and analysis. Setting them up with a Broker dealer will allow real estate investing, Bank accounts, and creating the IRA LLC who can purchase the properties through an attorney. It’s a team effort.
- Financial tax and income strategies using reverse mortgages for deferment of Social Security payments and 1031 exchange for rental property buying and selling.
- Home Equity Line of Credits (Heloc) to access pinned-up equity as a financial strategy to position yourself to take advantage of opportunities.
- Reverse Mortgage qualifications and options analysis for refinancing, buying, monthly income, cash-out, or Line of Credit (LOC) which will increase if not used. There are no monthly mortgage payments for the lifetime you stay at the property and no recourse by the lender to foreclose on your property. It’s all about safety and security for our well-deserving seniors who are due our respect and appreciation in their golden years.
- Landlord and property management advising on
- Tenant Screening
- Landlord preparation
- Property rents
- Using a property manager
- Cash reserves
We believe in the power of education, and we want to shorten the learning curve for you so that you can get ahead much sooner in life. We’ll make sure you have all the information you need to make informed decisions. Our focus is to ensure that when you work with us, you’re in a better position than when we started our financial journey together.
