If you’re looking to purchase a home that is better suited to your needs in retirement; or maybe you’re ready to leave the empty nest, knowing the best way to proceed can be tricky. Planning ahead is the key to making the best decisions. If you’re thinking about this now, it’s not too early to start the conversation.
Refinance
If you have a mortgage now, but you aren’t sure that it will meet your needs as you head into retirement, let’s talk. Maybe you want to consolidate some debts, start a new business, buy a vacation or investment property, or spend the next eight years in a vineyard… regardless, let’s discuss all your mortgage refinance options!
Renewal
If you’re within six months of your mortgage renewal, or if your existing lender has sent you a renewal offer in the mail, please don’t just sign their offer, contact me directly. I can work through all your mortgage options, and in most cases save you money. Let’s use this opportunity to plan what you want your mortgage to look like through retirement.
You've got choice.
Instead of working with a single institution and the limited products they offer, I will assess your financial situation and outline several mortgage solutions from multiple lenders.