Home Equity Management


Home equity is one of the largest class of assets that a family owns, yet least utilized. Over half of the average families have their wealth tied up in home equity. We show our clients how to turn their asset, which is earning a 0% rate of return, into one of their most hard-working assets. We teach the client to place their assets in safer positions with more control. Home equity becomes one of the few places families may turn to fund the college experience, but most generally, they mismanage the funds. It is often turned into another debt load. We teach the proper application of managing home equity while mitigating current risk and relieving financial stress on the budget.