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Are You A Financial Advisor?

You may be looking for a good source to assist your client with their mortgage needs.  I’m not sure how you feel about mortgages, but I believe a mortgage is a tool to assist people in their Financial Planning.  I look at it this way, “You manage their Assets, while I manage their Debt”.  You may be trying to figure out ways for clients to save for retirement, college funding, etc., but the client doesn’t seem to have any money for any of this.  Maybe there’s something more to it than the client doesn’t make enough money.  Maybe, if we figure a way to manage their debt in a way, so they are able to maneuver those savings into their investments.  If you think that you are looking for somebody, who can provide solutions for your clients, then please contact me.  I work a lot with Financial Advisors and had been part of the Los Angeles’ Financial Planners Association (FPLA).  I am well versed in Compliances and Suitability requirements that many Financial Institutions protect inside their office.  I believe we should have many of those same type of standards in my own industry.  I pattern my type of business to the likening of a Financial Advisor.  Please check out Home Buyer/Refinancing section about my offerings to clients.  

 If you are interested in learning more about me or my business, then please feel free to contact me any time.  I’d like to hear from you and learn more about you and your business.
 
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