In real estate, as in life, you never know what can happen next. One minute your client is browsing through homes and the next they’re getting offered a subpar rate from an institution that has no idea how to help them manage their money properly!

One Real Estate transaction could cost you your best client.

Time and again, I hear the same story: “My client went out looking for a house and their Real Estate agent introduced them to the mortgage banker at…” (insert large institutional bank). The person continued, “He said he could drop my rate by .5% if I moved my portfolio over here! So now we're stuck with this one loan officer who doesn't really care about us as people. He just wants our money."

Big bank financial planners are using mortgage rates as the trojan horse to steal your clients. By taking control of your client's real estate transactions, you can protect them from these threats and more.

We all grow old together, and we want to make sure that your portfolio is properly protected. You need an independent team by your side so you can rely on us for everything from referrals down to the protection of our book-of-business!

Contact me today so we can set up a consultation to put your mind at ease!

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