”My partner an I were touched by the special attention we received during the re-finance of our vacation home. Keep it up!“

-John & Mark
Cambridge, MA

 

Loan Scenario

A couple in Massachusetts came to me with $70,000 in credit card debt. They ”maxed“ their credit and shrank their assets restoring a beautiful historic home. Their 1st mortgage was a $770,000 jumbo. Their financial situation warranted a $70,000 2nd mortgage at 12% that reduced their monthly expenses by more than $1200.00. Money they could now put back toward their depleted retirement funds.

One year later I called them up...
Time to get rid of the 12% second.
The financial picture was much
brighter. We rolled the $70,000
2nd into the 1st. Now they have
an $840,000 1st mortgage fixed
for 5 years at 6.5%.

Together we created another
monthly savings of $753.74 half of
which is re-invested back into
principle, the other half freed up for
investment with their financial planner.