We want our clients to be educated regarding the aspects of the planning and implementation process. There are a variety of factors that go into choosing a plan that suits your needs but education, your understanding how the mortgage fits into the overall financial picture, is the key to success.
Our Mortgage Advisors understand the importance of making you feel comfortable during the entire planning and implementation process. To ensure satisfaction, we keep you updated using plain, everyday language to explain each mortgage option available to you. This allows you to make an informed choice that suits your individual needs today and for the years ahead.
To schedule a consultation with one of our Advisors, please contact us at a local branch location.
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Recommended Reading
Ordinary People Extraordinary Wealth
Ric Edelman
One of the nation’s top financial planners, Ric surveyed over 5000 of his wealthiest clients to find out how they achieved such wealth with modest incomes. This book discusses the commonalities of wealthy people and the habits that they use to create personal wealth.
What you need to know now
Ric Edelman
The book What You Need to Do Now presents eight simple steps to grow wealth and manage debts – safely and conservatively. Author Ric Edelman provides a back-to-basics plan for getting started. Ric has written three New York Times best selling books and has appeared on the Oprah Winfrey show twice. His firm, Edelman Financial Services, Inc., is one of the largest financial planning firms in the nation, managing over $1.5 billion of investment assets for Americans across the country.
Missed Fortune 101
Douglas R. Andrew
Missed Fortune 101 is like no other money guide you've ever read. Its author, successful financial strategist Douglas R. Andrew, dares to question the conventional wisdom on personal finance that most people accept. He reveals the ways banks, credit unions, and insurance companies amass tremendous wealth-what they do, and what they don't do. He shows you how to seize financial opportunities you never knew existed. With Missed Fortune 101 as your guide, you'll never view your house, your mortgage, your retirement plans, your personal investments, and your other assets the same way again.
Missed Fortune
Douglas R. Andrew
Douglas R. Andrew, a successful financial analyst, lecturer, and consultant for over 30 years will show you proven strategies that will help you dramatically increase your financial independence with this book. The first 223 pages of this book will help educate and empower you with the knowledge you need to attain financial independence. Learn strategies on how to effectively manage your home equity, buy a home with no down payment, avoid being house-rich and cash-poor, and how to reposition assets and attitude to attain a net worth over $1 million.