What is Mortgage Planning?
Mortgage Planning is the process of customizing and integrating your Mortgage to match your short and long term financial goals while providing you liquidity, safety, tax savings, and freeing up money to invest. It might sound a bit complicated but taking a little more time upfront can save you thousands or make you thousands of dollars by reviewing all of your available options. Jeff has aligned himself with Top Financial Planners and Tax Advisors who he works closely with to analyze your financial needs and then reviews annually to ensure you always have the best structure.
Some Common Topics
• Fixed Rates versus Adjustable Rate loans
• 30 Year Fixed versus 15 Year Fixed loans
• Bi-weekly Mortgage Payments
• Paying Extra Principal
• Tax Advantages
• Investment Cash
• Good Debt versus Bad Debt
