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Purchase Financing Estimates
Buying a home or rental property involves more than just the initial cost. We'll assess the long term viability of the potential purchase and how best to finance it.
Mortgage Refinancing Calculations
This involves comparing your current mortgage loan to the current interest rates being offered to determine what would best serve you.
If you meet the age criteria, and your home has substantial equity, this can be a way to eliminate your monthly mortgage payment and to provide tax-free income in retirement while still owning your home.
Home Equity Loans and Credit Lines
These strategies offer tax-free cash without going through the process of refinancing.
Rental Property Assessment
An assessment of whether the existing rental property is providing the rate of return and tax benefits you intended.
Buy vs. Rent Analysis
We'll discuss with you the current real estate market to determine whether buying a house would be a better alternative to paying rent for your particular lifestyle and financial circumstances.