Areas of Practice

Mortgage Lending

We offer a variety of mortgage lending services tailored to meet your unique needs. Whether you're a first-time homebuyer or an experienced investor, we guide you through the entire process. From pre-approval to closing, our team ensures a smooth and hassle-free experience

Reverse Mortgage

A reverse mortgage can be a financial lifeline, providing you with the flexibility to convert your home equity into cash. Ideal for homeowners aged 62 or older, this option can help cover various expenses, from healthcare to home improvements. We walk you through the pros and cons to help you make an informed decision.

Commercial Lending

For businesses looking to expand or invest in new ventures, our commercial lending services offer a range of options. We require a comprehensive business plan and financial statements to provide the most suitable lending solutions for your business needs.

Business Consultation

Our business consultation services go beyond mere advice. We offer a holistic view of your business, identifying areas for growth and improvement. Whether it's optimizing operations or exploring new revenue streams, our consultation aims to elevate your business to the next level.

Credit Score Assessment

Understanding your credit score is crucial for financial planning. We offer a detailed credit score assessment, explaining the factors that impact your score and providing actionable steps to improve it.

Free Consultations

Our free consultations include a comprehensive financial and credit assessment. We don't just look at numbers; we consider your long-term financial goals and investment mindset. We also delve into potential tax implications, ensuring that you're not just saving money but also optimizing your tax position.

Frequently Asked Questions

What services do you offer?

We offer a range of mortgage lending services, including reverse mortgages and commercial lending options. We also provide free consultations focused on investment and wealth-building strategies.

Who is your ideal client?

While we are open to helping anyone, our focus is primarily on second homes and investors, as well as those interested in reverse mortgages.

How do I get started?

You can start by filling out our application or intake form, which will help us understand your needs and tailor our services accordingly.

Do you offer and educational services?

Yes, we provide market information, mortgage calculators, and investment calculators to help you make informed decisions.

What sets you apart from other lenders?

Our holistic, macro-centric approach enables us to offer more than just lending services. We help you understand the broader financial landscape, including tax incentives and other investment opportunities.

How does credit score impact my mortgage options?

Your credit score plays a significant role in determining the mortgage rates you're offered. A higher score generally leads to more favorable terms

What are the benefits of reverse mortgage?

A reverse mortgage can provide financial flexibility by converting home equity into cash, which can be used for various expenses like healthcare or home improvements.

How do I get started with a commercial loan?

To get started, you'll need to provide a business plan, financial statements, and other documentation. We'll guide you through the entire process.

What should I expect during the free consultation?

During the free consultation, we'll discuss your financial goals, review your current situation, and provide tailored advice on investment and wealth-building strategies.

Can I refinance my mortgage through you?

Yes, we offer refinancing options that can help you secure a lower interest rate or change the terms of your loan.