Your Financial Team

Most clients have others to guide them financially. Of course, I want to be your trusted mortgage advisor, but can also assist you in identifying trusted advisors in each of the other categories. If you have someone top-shelf in an area, please let me know, I would like to put them on my referral list for other clients.

• Mortgage Advisor - For most, a mortgage is the largest debt they have. My job is to assist clients in professionally managing that debt. I want to earn this seat.

• Realtor - It is always a beneficial to have a trusted advisor to navigate the market when you are transitioning.

• Insurance Agent - There may be several people in this seat. One that may cover your home, auto, RV, etc. Another for your disability and life. Still another for another need. Sometimes, one agent has options to cover all needs.

• Attorney - Having a go-to attorney to handle legal documents is important. I suggest everyone to have a “Will” which they can assist with.

• Financial Planner - This person helps setup the guard-rails financially for you with a game-plan to achieve your long-term financial goals.

• CPA - Most of us lean on the expertise in filing taxes and also help structure assets to minimize tax liability