Your Biggest Asset Deserves Professional Attention
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Minimum Yearly Review
Whether you have one home or a portfolio of real estate, it is important to stay on top of what is happening around your asset(s). Most people know more about the value of their small stock portfolio or the value of their crypto investments than they do their real estate assets. This yearly review can be a simple as a market analysis or as deep as a consulting session that revolves around your goals. Considering the current real estate market at the time of your review, we can analyze how your current asset or portfolio of assets fit into your long-term plan. We strive to help you achieve your ever-evolving real estate goals and strategize on current or future adjustments to your portfolio to achieve those goals.
Should I Refinance?
If you ask a lender if you should Re-Fi, they will likely tell you yes... And focus on a lower interest rate or payment amount, so they can collect a large commission and fees. Just because you can lower your interest rate, doesn't mean it is a good idea... We break down the entire scenario so that our clients can make the moves that help them, and avoid the moves that will not. We have professional relationships with many lenders that will only do the right thing and not try to sell a client something they do not need, and we will walk the path with you if you choose to move forward with them.
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Reverse Mortgages
We break down your situation and understand your goals and give you the pros and cons of going down this path. For some, it can be a great option - for others, not so much. Many of these loan programs are very unregulated and quite expensive. Again, choosing the right lender makes a world of difference.
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Other Questions - Recommendations
We get many other questions as well. Some have to do with changing title to a Living Trust, and working with a Probate Attorney in future planning.
We also are asked for recommendations for CPAs or Bookkeepers, Home Warranties, Termite Services, Contractors for Remodeling, as well as others. Our Professional Network is stacked with the absolute best professionals all across Southern California. We keep the best connections and our clients get the VIP treatment from all those that we send their way. So if you have any questions, or need anything at all, please reach out to us first and we will get you pointed in the right direction.