Financial Planning News

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  Welcome to My Financial Planning Newsletter

Monthly articles that will help keep you in the green!
I want to thank you for doing business with me and Your Company Name. I would like to send you my monthly Financial Planning Newsletter. This newsletter will help you keep control of your finances and point you to internet resources that can help you achieve your financial goals.

Over the next 12 months, you will receive newsletters on the following topics:

  • How to Protect Your Identity
  • Do You Have the Right Auto Insurance?
  • Is Your Home Protected in the Event of a Disaster?
  • Understanding Annuities
  • Are All Your Investment Eggs in One Basket?
  • Understanding Mutual Funds
  • The Pros and Cons of Timeshares
  • Home Equity Line of Credit Basics
  • How to Reduce Your Property Taxes
  • How to Give Gifts and Avoid Paying Taxes
  • Tips to Claiming a Home Office Deduction at Tax Time
  • How to Properly Manage Your Home Equity to Increase Your Net Worth

Even though I am a mortgage consultant and not a financial planner, I do work with planners and insurance agents who can help you better understand any of the topics that I cover in my newsletters. If you are not currently working with any planners or agents, I invite you to call my office so I can put you in touch with those who I trust and who can help you.

If you know of anyone else who can use my mortgage services, I would appreciate your giving them my name and phone number so I can help evaluate their situation and make my recommendations. Referrals are a very important part of my business.

On a different subject, I want to share with you some interesting internet resources. Here they are:

These are just a few of the websites that I have found worthwhile, fun and entertaining.

I hope you remain on my newsletter list. I will not share your information with any other third party, nor put you on other lists.

Sincerely,

Your Name

  

About My Services

I believe in providing service to all my clients even after the mortgage closes. If you ever need assistance in dealing with any issues that you may run into, please let me know. Here are some of the ongoing services I can provide you:

  • Evaluate any "low mortgage rate" offers you get in the mail or via email
  • Assist you in obtaining a home equity loan or home equity line of credit should the need arise
  • Help you properly manage the equity in your home to achieve the highest return
  • Assist any friends, family or co-workers who may be in the market to buy a home or refinance their mortgage
  • Review your credit report with you if you feel you may be a victim to identity theft
  • Provide you with names of trusted financial planners or tax planners if you need this type of assistance
  • Review your auto and homeowner's insurance to make sure you have the coverage you need and to make sure you are not paying more than you should
  • Advise you when you may want to consider refinancing your mortgage based on prevailing interest rates, and your level of debt.

At Your Company Name, we offer mortgages for most buyers, including ones who are self-employed or who have damaged credit. We have lenders who offer 100% financing meaning no down payment for qualified buyers.

We also offer mortgages with start rates as low as 1%, making it easier to get a buyer into a home or use their equity to create an investment portfolio while having a minimal impact on cash flow.

If you know anyone who can benefit from my services, please call my office. Referrals are very important to me and my company.