How Financial Planners and Mortgage Advisors Work Together

Phil Gustin • October 8, 2024

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How Financial Planners and Mortgage Advisors Work Together

As a mortgage advisor I know that your home is not just a place to live – it’s also a big financial asset. Many homeowners don’t realize that their home can play a big part in their overall financial plan especially as they approach retirement. This is where financial planners and mortgage advisors work together.


Unlocking Home Equity for Retirement

Financial planners focus on long term wealth strategies, while mortgage advisors help unlock the equity in your home. Together we can create a personalized plan that allows you to tap into that equity, whether through a cash out refi or home equity line of credit (HELOC) to fund your retirement goals.


Maximizing Your Home’s Value for Financial Security

Together we can get you the most out of your home’s value and stay on track with your overall financial goals. Whether it’s retirement income, investment opportunities or debt consolidation, unlocking your home’s equity can be a powerful way to feel financially secure. Contact me today to get your home working for you!

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