So you bought a home. Do you know what your next step should be?

Homeownership remains the biggest financial asset for the typical American homeowner, but owning a home can be a resource or it can be draining. In the best of circumstances, homes fulfill lifelong dreams. In the worst of circumstances, a home becomes a financial trap, draining resources and amplifying stress. Leading up to homeownership, most people have clear goals: pay off debt, secure a loan and find their dream home. But once that happens, do you have a clear plan for the next 50+ years of the journey? The questions you will inevitably continue to ask are “Am I doing everything right?” and “What am I not doing that I should be doing?” That’s where the NEO Experience comes in.

Introducing the NEO Experience

What if you could have professional guidance – at all times – when looking to grow and protect your wealth, generate secure assets for your family, sell or purchase a home, optimize your mortgage and proactively increase your home’s value over time? Our industry experts can help you master the NEO Experience and ensure all of the above is within your reach. The NEO Experience will guide you along your full journey of homeownership, making each stage an enjoyable and informational experience. Our goal is to help you plan for the future and watch over what is often your largest asset (your home) and your largest debt (your mortgage).


With the NEO Experience you’ll get:

  • Annual Financial Reviews and Planning

    Make the Best Decisions for Your Family by Planning for their Future

    Obtain advice and guidance on how to navigate your real estate portfolio and finances to reach both your short term and long term goals.

  • Perfect Mortgage Promise

    As Your Life Changes and Evolves Over Time, the Way You Manage Your Real Estate and Mortgage Should Evolve With It

    We combine our knowledge of the current housing market, interest rates, and your financial status to make sure you always have a loan that makes the most sense for your family.

  • Monthly Real Estate Wealth Digests

    Fully Understand Your Wealth Through Real Estate and All of the Options Available

    We provide you with an interactive financial dashboard and monthly report uniquely tailored to you and designed to provide access to the most accurate valuation and accounting of your equity so you can better track and build your real estate wealth.


Reach out to learn how we can help you and your entire family grow your wealth, make smart decisions and save money.

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