I have over 24 years of industry experience specializing in: Mortgage Planning, Private Banking, leveraging solutions for High Net individuals & Family Offices, Real Estate Sales & Investments, Custom Leveraging Strategies, Home-Buyer advisor. SERVICE
• Total Care Advocacy and Advisory Services: As a total care plan, we identify your needs and goals, then devise preferred strategies for achieving
them in the most cost-effective and timely manner.
• Mortgage advice line, for clients, friends and family - call for immediate solutions and/or direction on your mortgage/financial related questions and decisions.
• Mortgage Analysis; expect side by side loan comparisons, mortgage and debt consolidation analysis, equity repositioning and tax impact reports.
• Pinnacle Connections: We have established relationships with professionals in the areas of real estate, accounting, law, investing, finance and home services. All equally dedicated to our service and value commitments.
• Ongoing Financial Education: Through our experience and pinnacle connections we are able to assist you with one-on-one consultation on a variety of financial management subjects to help you make educated choices
SOLUTIONS
• Strategic Choices/ Value Pricing: with hundreds of loan programs our team offers extremely competitive home financing with attractive rates and fees
• Market Watch: Day to day, hour by hour we keep on top of key economic indicators that influence mortgage rates throughout the day, week and month.
• Mortgage Monitoring: we'll track the performance of your mortgages keeping you advised of your options in the market.
• Quality Control Assurance: We leave nothing to chance, providing optimum service at all stages of the loan process as we are committed to maintaining quality control throughout the transaction and long after it has completed.
• Instant or one-call pre-approvals and 24 hour to same day underwriting and loan approvals. PRIVATE BANKING SPECIALIST
We work in a special niche market related to Private Banking needs for our clients managing assets and debts in excess of $3,000,000. An example of what some of our programs allow for;
• First Mortgages and Equity lines to $50,000,000
• 100% financing and cross collateralization of assets
• Multiple second homes
• Funding in corporations and trusts
• International purchases & refinancing
• Bridge Financing
• Construction Financing
