California Mortgage Planning
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Luxury Real Estate
An exceptional home deserves exceptional financing.
The financing needs of the luxury home buyer differ radically from the average buyer. The luxury home buyer requires expertise to craft mortgage financing that compliments and facilitates long-term investment plans and wealth management goals.
Incorporating luxury home financing in to your overall wealth management strategy
requires knowledge of the financial markets and various investments, advanced understanding of taxation and the IRS Interest Tracing Rules as they apply to investment interest in order to maximize deductions above $1 million and the abiity to translate complicated Personal and Business (often in the multiples) Tax Returns to an accurate Cash-Flow Analysis.
I not only offer a broad spectrum of mortgage programs up to $6 million but I work in tandem with your Financial Advisor and CPA to ensure maximum overall results.
Specializing in the Unique Financing Needs of the Luxury Home Buyer in Alamo, Blackhawk, Los Gatos, Las Altos, Lafayette, Menlo Park, Orinda, Palo Alto, Ruby Hill and Saratoga.
The financing needs of the luxury home buyer differ radically from the average buyer. The luxury home buyer requires expertise to craft mortgage financing that compliments and facilitates long-term investment plans and wealth management goals.Incorporating luxury home financing in to your overall wealth management strategy
requires knowledge of the financial markets and various investments, advanced understanding of taxation and the IRS Interest Tracing Rules as they apply to investment interest in order to maximize deductions above $1 million and the abiity to translate complicated Personal and Business (often in the multiples) Tax Returns to an accurate Cash-Flow Analysis.I not only offer a broad spectrum of mortgage programs up to $6 million but I work in tandem with your Financial Advisor and CPA to ensure maximum overall results.
Specializing in the Unique Financing Needs of the Luxury Home Buyer in Alamo, Blackhawk, Los Gatos, Las Altos, Lafayette, Menlo Park, Orinda, Palo Alto, Ruby Hill and Saratoga.