Home Concierge Service

Allow our team to help you proactively keep your home in great shape and increase its value over time.

Monthly Real Estate Wealth Digests

Fully understand your wealth through real estate and all of the options you have. And even better, watch as it changes each month!

Annual Financial Reports

Be sure that you are making the best decisions for your family by planning for the future and getting continual advice and guidance on how to navigate your real estate and finances.

Perfect Mortgage Promise

As your life changes and evolves, the way you manage your mortgage should change and evolve with it.

Maximize Wealth Through Real Estate

Take full advantage of the real estate you already own and ensure that you’re maximizing the potential of your property.

Relocation Technology

Experience our NO COST renovation financing to maximize the profit on the sale of your home, along with our technology that helps you effortlessly move into your new home.

"The Art of Home Ownership" with Our Team's Guide to a Lifetime of Value

Owning a home can be puzzling. It can be a resource or it can be draining. It provides a feeling of safety and consistency yet it can also be a source of stress.

Most homeowners view their homes as an investment. Home remains the biggest financial asset for the typical American homeowner, who has roughly 50 percent of their wealth tied up there. In the best of circumstances, their home fulfills dreams, helping to pay for college, fund retirement investments, even buy a vacation home. In the worst of circumstances, a home becomes a financial trap, draining resources and requiring hard decisions about whether to stick it out or move on.

People have a clear goal of becoming a homeowner, and once that happens, what is the plan for Day 2 through 50+ years later? The question you will inevitably continue to ask is, “Am I doing everything right and what am I not doing that I should be doing?”




Bigger Home without Bigger Payments

We were able to present an option to a young family that allowed them to see how they can sell their current home for $410,000 and buy a home for $600,000. They were able to keep their monthly payment the same and have an additional $25,000 in savings for an emergency fund.

Downsize Generates College and Retirement Savings

These were past clients of ours that we called because we knew their oldest son had just graduated and their youngest son only had a year left in high school. They were not sure if downsizing made sense for them but after our Equity Analysis Planning, we were able to show them how they could save $1,300 per month and add over $200,000 to their retirement plan and college savings plans. Not only did they create a much better financial position, but they increased their quality of life as well by reducing the maintenance and upkeep of a larger home.

Dream Home Gives Long Term Wealth Benefits

This family thought that they were stuck in their current home with no ability to move to a larger home. After meeting with us, they saw that they could not only afford to buy the home they really wanted to be in for the next 10+ years, but that it was actually in their financial best interest to do so. We showed them all of the long term wealth benefits along with the short term payment differences and they are now happily in their new, long term, family home.

Credit Score Facelift, Plus Long Term Savings

This family had some unfortunate events that led to a significant amount of consumer debt adding up over time. This debt decreased their credit score and they were paying a significant amount of money each month just to cover the credit card interest. They were thinking of applying for Bankruptcy, but we were able to show them how we can pay off their debt, save them $1,100 per month and then helped them again 6 months later after their credit had been restored, to end up saving them over $1,800 per month and having great credit once again.

New Rental Property ‘Turbo-Charges’ Retirement Savings

Accordion SampleWe had the benefit of working with a family that was really trying to figure out how to improve their financial situation and plan for long term wealth and retirement. We reviewed their situation and we were able to show them how they could get out of an adjustable rate loan into a much better loan. This new loan not only is going to save them over $200,000 in interest over the life of the loan, but we were also able to show them how they could leverage their equity to invest in a rental property that would be paid off by the time they retire and will have all positive cash flow. This was one of our happiest clients and we loved being able to help them realize this potential. Description

Ladera Ranch Family Finds $20,000 in Savings

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Master the Art of Homeownership

Who is helping you plan for the future and watching over what is often times your largest asset (your home) and your largest debt (your mortgage)? Most people think that once they have bought the home and obtained the mortgage, that everything is up to them to manage, moving forward. We fundamentally disagree with this premise and we are challenging this with “The Art of Homeownership.”

What if you could have expert guidance, at all times, in regards to growing and protecting your wealth, ensuring that your generational wealth is secure for parents and children, knowing if or when to sell or purchase a home, always having the perfect mortgage, AND how to proactively maintain your home at a high level, increasing it’s value over time? What if you could have a guru help you Master The Art of Homeownership?