Your home is often the largest asset you own. At Everything Financial, our approach is to ensure that asset is managed in congruence with your overall goals and retirement plan. Because we manage the complete plan, we will place your mortgage with the lenders most appropriate for your circumstances, not with the ones who have the highest compensation. We will also steer you away from the restrictive mortgages with enticingly low rates and other common pitfalls. Chasing low rates often results in the highest cost when you need flexibility.
We use multiple tools to ensure your home is an active part of the solution, including:
- First-time home buyer programs
- Residential Mortgages
- Commercial Mortgages
- Home Equity Line of Credits (HELOC)
- High Net Worth lending
- Reverse Mortgages
If you’re self-employed, we have some more outside-the-box solutions which include high net worth programs, alternative lenders, private lenders, and even commercial solutions.
If you’re house-rich and cash flow poor in retirement. We will help create a financial plan based on your income needs.
Let’s make sure your mortgage works with your Omni Formula Plan to provide you with a work optional lifestyle!
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