What do mortgages have to do with financial planning?
Great question! We do not sell, service, or provide mortgages so why do we discuss this subject? Because most people will channel or direct more of their lifetime dollars through the mortgage(s) they own than all other financial accounts combined! That is a lot of money over your lifetime! 

The banks and mortgage lenders do a great at job helping you to get a loan, however, they do not test or advise on how the various purchase options and mortgage choices may affect your overall plan and long term goals. Your mortgage and home purchase choices will often correlate to other aspects you may not consider such as taxes, taxation of social security, legacy and charitable goals, retirement income and cash flow, wealth transfers, oppurtunity costs, and more. Making prudent choices in this area can have a dramatic impact on your future which is why it is a core area we want to help you (and your preferred lender) plan for.

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