If you had the choice to rent or own, which would you do?
Check out this scenario comparing your total monthly rent vs. a breakdown of a proposed mortgage plan. Review and compare the benefits of homeownership over time.
Find out more.
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Mortgage Planning Services
Understanding the benefits of mortgage planning
If you’re like most people, a mortgage is one of the most important financial decisions you will ever make. But, your house,
your income, your family, your dreams…are each uniquely yours. SO, when you’re financing, why be treated like “most”
people?
Mortgages under Management
Unlike other mortgage bankers, our professional services do not end at the close of a loan. We continue to offer information that lets our clients know where they stand in relation to the marketplace. Financial situations change as people’s lives change: marriages, divorce, higher education needs and parental care all affect financial well-being. We offer a Periodic Mortgage Review and an Annual Equity Review for clients who want their mortgage to be professionally managed – all at no additional cost.
Personalized Mortgage Plan
Making an Informed Decision
• Integrates mortgage with financial plan
• In-depth analysis
• Understand total cost and total benefit
The Total Cost Analysis
• Side-by-side loan comparison
• Measures performance over time
• Illustrates how decisions impact financial goals
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Periodic Mortgage Review
Maintaining Constant Control
• Sent to you on a regular basis
• Monitor performance against the market
• Assess performance in respect to goals
RateWatch Report
• Review the current status of your loan
• Quickly see potential savings
• See how to accelerate equity growth
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Sign up for our RateWatch Report to see how
your mortgage is performing against the market.
Annual Equity Review
Optimize Your Equity
• Annual service
• In-depth review of mortgage’s performance
• Coordinate with changed goals and life events
Equity Repositioning Analysis
• Comprehensive debt review
• Restructuring analysis
• Time-based goal tracking
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Lifestyle Mortgage Strategies - Steven J. Archard - 6 Woodard Ave. - Brockton, MA 02301
Phone: 508-587-8033 - Fax: 508-355-0390 –
sarchard@lifestylemortgagestrategies.com
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Copyright © 2007 Lifestyle Mortgage Strategies
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