As we approach the closing of your new home loan, I want to take this opportunity to let you know how much we appreciate you, and let you know that our goal is to continually add value to your life even outside of managing your mortgage. As your mortgage planners, although home loans are all we do, we can be your source for any information or questions you may have regarding your overall financial health. As a part of our services, please ask us to help prepare for you any of the customized reports mentioned below at absolutely no cost:
Retirement goals and projections
This will help you know how much you need to contribute each month in order to retire at your desired level.
College savings goals and projections
This will help you know how much you need to contribute to your child’s / grandchild’s education fund each month.
In addition, as part of our purpose, I am passionate about my clients creating and maintaining healthy financial habits, as well as making sure that each of your key financial areas are protected. To ensure overall Wealthcare, each family should consider the following areas:
If you are in need of a referral to a trusted advisor for any of the above mentioned financial service providers, please let us know. We only work with professionals who we fully believe in and have developed a trusted history together. By building a fence of trusted advisors, you are protecting your family, and everything you have worked hard for. We greatly appreciate you and are here to answer any question you have. Feel free to reach out to me with any questions.