OUR MORTGAGE PLANNING SERVICES

Mortgage Planning is the process of helping borrowers improve their lives through the proper use of various mortgage strategies.

  • Rent vs Buy - Is it better to buy a home right now vs. renting a home?

Buying a home usually requires more upfront capital, more ongoing expenses and a longer-term commitment.  Our mortgage professional can evaluate whether you’d be better off buying vs. renting. 

  • How can I make sure this fits into my short-term and long-term budget?

Make sure to compare your options when it comes to: 

                 Choosing a down payment amount and strategy 

                 Choosing a monthly payment scenario 

                 Choosing a price range for your new home 

  • How will this financial decision impact other areas of my life?

Make sure to think through how your cash flow situation will impact: 

                  Children’s college funding 

                  Retirement planning 

                  Taking care of elderly parents 

                  Other large financial purchases or commitments 

  • What mortgage and home buying strategy will result in less overall financial risk?

The mortgage is most likely going to be your single-largest debt, and your home is most likely going to be your single largest investment. That’s why it’s important to evaluate and compare your options with a mortgage planning professional. 

Your Loan. Your Way.

Get started on your schedule. Whichever works best for you, we’re here to help.

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We understand if you want to test the waters before making a full application with a hard credit pull. Use our 2 minute pre-qualification to determine if you are mortgage ready. No impact on your credit score.
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Schedule a Call With a Loan Officer
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Speak with one of our trusted Mortgage Advisors today. Your dreams and plans are important to us. Let us help you chart the best path for accomplishing your goals though intelligent decisions.

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