- Insight Team
- Neo Experience
Learning what financial advisors can do for a client’s property client’s property in order to grow their real estate business is a big help. It is these smart decisions that will contribute to their long-term wealth building goals.
Many people end up jeopardizing their retirement fund or children’s education in exchange for buying a home. We want to save our clients from their dream of home ownership ending up being a financial nightmare. Fortunately, our “Day 2” planning process encompasses a lot of different aspects of our clients’ lives – future financial and real estate planning.
When we meet with people who are renting or currently owning a home, we make it a point to discuss financial planning and retirement. These are the two most important things to think about when buying a home. We find that our clients greatly benefit from sitting down with our preferred financial planning partners because they help them ask the right questions when it comes to preparing to buy a home and future short and long-term goals and objectives.
Our team prides ourselves on providing personal service, competitive rates, and efficient loan processing to Orange County home buyers. Mortgages should be about building relationships and helping customers achieve their home financing goals, not just a transaction. We are always looking to partner with financial planners who will deliver a consistently high level value to our clients – to draw the connection between the problems that clients are facing today and the mortgage planning solutions you provide as a financial planner.
In order to take good care of our clients, we need to collaborate with a financial planner to gather the necessary information to not only obtain a mortgage but also put together a complete financial profile, from their other investments to their daily expenses. We’re committed to helping our clients make the best possible decisions as they make their way to home ownership and for years afterwards.