~ General Disclaimer for Investments ~

Notably, much of the following information may be ‘common sense’.  However, it would be unprofessional of anyone to not openly disclose the following information.

v     While I am a licensed Real Estate professional, I am not however, a Certified Public Accountant, please consult a professional for all of your tax service needs.  Ask me if you need a referral.

v     As part of my service to you, I will provide fiscal advice based upon both mathematics and my experience from working with the some of the most successful people in the industry.

v     It is my desire to pass this information on to you!

v     I will be acting in what I believe to be YOUR best interest.

v     This only makes sense – as your referrals and future business are the cornerstones to my continued success.

v     While I believe in real estate as an excellent means of acquiring assets, I know personally that you can succeed with precious metals, stocks, or bonds.  The only true key to success with any investment is to:

o       Buy Low ~ & ~ Sell High

§         Always have an exit strategy for when to cut your losses, or reap your rewards.

v     As with any investment, all mortgage programs have various degrees of risk associated with them and how you chose to manage your finances is ultimately your decision.

v     Most importantly, thank you for choosing me as your trusted advisor and mortgage planner.