Equity Invest­ment Strat­egy — Mort­gage Plan­ning and Debt Man­age­ment Concepts

Appro­pri­ate equity strat­egy through Mort­gage Plan­ning will more quickly achieve a desired net worth and allow a free­dom point (debt free) far in advance of retire­ment.  Allow us to give you an overview of the var­i­ous mort­gage and debt man­age­ment strate­gies that help clients bet­ter man­age cash flow, accu­mu­late wealth, increase net worth and pre­serve assets…Safety, Liq­uid­ity and ROI.

CHICAGO HOME OWNER… WOULD YOU WANT AN INVESTMENT PLAN THAT OFFERED THE FOLLOWING?

  • The cus­tomer decides the amount and length of time that con­tri­bu­tions to the account would continue.
  • The cus­tomer can pay more than the min­i­mum required con­tri­bu­tion but not less.
  • If the cus­tomer attempts to pay less, the finan­cial insti­tu­tion can keep all prior con­tri­bu­tions and ter­mi­nate the account.
  • All dol­lars in the invest­ment are not liq­uid and pro­vide no rate of return.
  • Every con­tri­bu­tion results in less safety of the invest­ment and increased tax liability.
  • Finally when all con­tri­bu­tions are com­plete, there is no pay­out to the client.

THE INVESTMENT IN THE ABOVE CASE IS — AND DEFINES — HOME EQUITY.

For the FIRST TIME in finan­cial his­tory mort­gage plan­ning con­cepts we uti­lize have
been offi­cially doc­u­mented and proven.

Trade­off Between Mort­gage Pre­pay­ments and Tax Deferred Retire­ment Sav­ings Download

ChicagoFederalReserve.pdf
Equity Man­age­ment and Veloc­ity of Money Download

CMPSInstitute.pdf