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THE FUTURE OF REAL ESTATE IN CALIFORNIA

A unique approach to financing your home.

Whether you are purchasing or refinancing your home…

Whether you need a traditional mortgage or a reverse mortgage loan…

We specialize in working with your CPA, EA or Financial Planner to provide more strategic mortgage planning.  You really can get better home financing solutions through trusted advisors.

Something Missing

Do you ever get the feeling when you are buying, selling or financing your home that the agent who is handling your deal doesn’t care at all about your long term needs?

When was the last time you heard from the real estate agent who sold you your home?  When was the last time you heard from your loan officer?

The real estate industry in general has not kept up with the service levels you have come to expect from your other financial services advisors and that’s just not right especially when you consider that for most people the largest investment they have is their home.

Trusted Advisors

Chances are you already have at least one and maybe several financial advisors who know more about your wants and needs than the real estate team who helped you buy or finance your home.

If you already have a tax professional or financial advisor then they are in a much better position than your real estate agent or loan officer to help you manage your most valuable asset.  The problem is that most of them don’t know how to do this.

We Provide the Tools

We provide the training along with patented technology to enable our Trusted Advisor partners to help you with your real estate needs.  It turns out that they already know most of what they need to know and they already have most of the information that they need in order to service your real estate needs.

Building a Better Team

If your tax preparer or financial planner is not able to help you with your real estate and mortgage needs please have them reach out to us and we will show them what they need to do in order to add this valuable service to their practice.