We can help – before and after
In addition to providing guidance as you prepare to sell your home, we can assist you in finding a mortgage for your next home. Using our strong community relationships, we can help you identify real estate agents, neighborhoods, school districts, entertainment areas and services in your new location.
Hire a real estate agent who knows your market.
Find referrals, conduct interviews and research their sales records before making your decision.
On the Market
Accepting an Offer
Consider these variables before accepting an offer.
- If the offer is less than anticipated, get creative in seeking favorable terms.
- Is the offer contingent upon the sale of the buyer’s current home?
- How is the buyer financing the purchase?
- How quickly can you close?
Closing the Deal
We can help you get there
Whether you are relocating to a new community, refinancing, buying your first home or moving into a new home, we’ll guide you through the home financing process. As your trusted advisor, our focus is on finding the mortgage that fits your needs, so you can focus on finding your perfect home.LEARN MORE about Home Loans.
Your home is usually one of your largest investments. You deserve to have peace of mind that your home and the possessions inside are protected from life’s unexpected events.LEARN MORE about Homeowners Insurance.
Purpose of Financial Planning
The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.LEARN MORE about how we can help you with Financial and Retirement Planning.