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

CALL
JON MILLER
DIRECTLY AT:
312.738.6013 jmiller@chicagobancorp.com