Broker Check

You Have Questions, We Have Answers

With over 25 years of diverse financial planning, real estate, and investment experience, we’ve seen it all. We’re here to answer your questions and work for you. As fiduciaries, we help you build out the most comprehensive financial planning and take into account all the mini decisions that go into financial planning. 

Here are just a few of the questions we can help you answer:

  • Should I rent or buy a home? 
  • How much of a down payment should I use when purchasing a home, and what are my options? 
  • How much should I budget for my monthly housing expenses, and what if I budget less or more? 
  • How will my mortgage decision impact my ability to help my children pay for college, take care of my elderly parents, or retire within my timeframe? 
  • How will my mortgage decision impact my monthly cash flow situation and ability to save for the future? 
  • How will my mortgage decision impact my ability to manage and reduce my debt in a timeframe that works for me? 
  • Should I purchase real estate for investment purposes? 
  • What mortgage strategy should I use when buying a vacation home or investment property? 
  • How can I improve my credit score? 
  • How can I better manage my cash flow before, during and after a major career or life change? 
  • How can I work with a mortgage professional who is committed to higher standards of competence, ethics, and communication during the home buying and refinancing process? 

You’ve got questions. Let’s get them answered.

Thank you!