Mortgage
Whether you’re relocating, searching for a vacation home or purchasing an investment property, mortgage loans may be suitable for both primary homes and non-primary residences.
Securities-based Lending
With a securities-based line of credit, your eligible, nonqualified assets are used as collateral to secure financing. Whether securing a down payment for a new home, or funding the kitchen remodel of your dreams, a securities based line of credit can provide the funding you need while you remain invested in the market.
Home Equity Line of Credit
Considering a bathroom remodel, new roof or addition to your home? With a home equity line of credit (HELOC), you can use the equity in your home to cover large or recurring expenses as the needs arise, without sacrificing other goals. It also allows you to maintain the cash you have on hand. In many situations, a HELOC gives you the opportunity to make home improvements, often increasing the value of your home in the process.
Cash
To address any real estate needs, your advisor can help establish a savings strategy. Together you can create a plan that considers expected and unexpected expenses, job security, and income predictability to find the appropriate strategy for both your short- and long-term goals.
