Home Ownership Decisions

Your Needs

  • Your home may be one of your largest assets, and financial issues surrounding sale or purchase need to be carefully considered. 
  • Downsizing or "right-sizing" may result in you needing to make a decision regarding how to best use equity.  
  • Real estate can be a good investment long-term, but you need to assess risk.  You may want to compare a potential income property with a traditional, more diversified investment that requires less physical labor.

Our Solutions

  • Assessment of sale/purchase and its impact on your long-term plan
  • Guidance regarding affordability
  • Best use of equity
  • Comparison between real assets and financial assets

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