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Typical Client Experience
Jasmine, an owner property manager, wanted to know the pros and cons of keeping a rental property. The comparison I presented helped her make an informed decision to continue to hold and rent.
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Cindy, wanted an objective opinion on if using equity in her rental property for debt consolidation made since.
I analyzed the loan proposal and she decided that taking on additional debt at that time was not in her best interest.
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The Clark family inherited rental property close to retirement date. The financial plan I wrote for helped them to concretely see how the property income plays into their overall retirement income strategy.
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