Thursday, February 16, 2022 @ 10 am PST On Zoom
I love to help people buy, refinance or get an equity line. As a mortgage planner and branch manager at Benchmark in San Diego, I bring more than 20 years of experience to my role as an adviser who identifies smart mortgage solutions customized for a person or couple’s financial situation. Over the years, I’ve helped thousands of people meet their overall financial objectives. I co-authored the book “Borrow Smart, Retire Rich.”
What sets me apart from other mortgage bankers?
> Going the extra mile is a given.
> I use a tried and proven discovery process to learn about one’s financial circumstances, past, present and future. It helps me guide you into the best fit lending product i.e. buying a second home, what are your financial plans for it — investment or retirement?
> My client-centric focus is the reason 90% of our business is repeat or referrals.
> Access to quality financing — whether a purchase loan, a refinance for lower rate, debt consolidation or cash-out for college or investment purposes.
To summarize, I strongly believe that financial literacy paves the way to financial success. I show people all of the financial options available — from the garden variety to unique out-of-the box choices. I figure out what makes dollars and sense and strive to explain it to them in the simplest and clearest terms.
Thursday, November 17, 2022 @ 10 am PST
The real estate market may be down, but that doesn’t mean there isn’t money to be made as a Realtor. In fact, now is the perfect time to get creative with your marketing, stay up to date on technology, focus on niche markets, get involved in your community, build a strong team of professionals, offer incentives, and stay positive!
We know it can be tough to keep all of this straight, which is why we’re hosting a free webinar on how Realtors can make money in a down market. Sign up now and learn some strategies for thriving in any market conditions!