Archive for February, 2014

A New Way of Financial Planning

Are you looking for an out-of-the-box financial planner? Well you have come to the right place.  Whether you are a client wondering which agent you would like to partner with to help you navigate these uncertain financial times,  whether you are an agent wanting to expand your knowledge base, or whether you are looking for […]

February 19, 2014 · Jennifer · No Comments
Tags: ,  · Posted in: A New Way of Financial Planning, FINANCIAL EDUCATION 101

Protected: L47) How is Buying a Home a Wealth Transfer?

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February 11, 2014 · Jennifer · Enter your password to view comments.
Tags: , ,  · Posted in: 30 or 15 yr mortgage?, CLIENT LESSONS, L47) Mortgage Wealth Transfer, Understanding Mortgages