for Every Homebuyer
CFP's and Financial Advisors:
Keep Your Clients' Investments Growing
Financial planners and advisors out there, we understand two realities of your trade. You are more than likely compensated based on the amount of funds under your management, and that it's a lot more difficult to accelerate the growth of your clients' assets if they need to liquidate large amounts of holdings for home purchases, or are so laden with monthly debt payments that they have negligible amounts to contribute towards investments.
We can be of assistance in both of these matters, allowing clientele to avoid liquidating their holdings and sacrificing high rates of return. Homeowners who hold large amounts of high-interest debt and lose too much to monthly payments for any meaningful investing to be performed will also find that our debt consolidation services can allow them to once again invest into their own financial well-being, not a bank's. When you deem that your clients are ready for a home purchase, a debt consolidation refinance, or even due for a few additions to an investment property portfolio, you can have peace of mind knowing that our team can deliver.
Asset Retention
Keep the funds that were entrusted to you in high yield vehicles, and let us provide competitive and effective home financing as an alternative. Unnecessary liquidation of appreciating assets presents an opportunity cost to both you and your clientele. By having a trusted and experienced lender on your team, you can act in the best interest of your clients and avoid opportunity cost.
Debt Consolidation
Are monthly payments for personal debt eating away at your client's disposable income? Americans collectively pay $120 billion in credit card interest and fees annually. This does not even account for other common forms of high-interest personal debt such as unsecured personal loans. With our debt consolidation program, your clients will save money, improve their credit, and make more investments.
Industry Edge
Get a leg up over your competitors through having our suit of flexible mortgage programs at your disposal, as well as the expertise of our team on call. As a professional tasked with issuing financial advice, having an informational resource encompassing a transaction synonymous with the American Dream is no small benefit. Complete your kit of professional knowledge with a reliable lender.
Let's Grow Together
If you are a certified financial planner or a professional in financial advisement, and you would like to hear more of how we can add value to your operation, fill out a contact form and we will get in touch with you shortly!