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What Is A?

Broker

An agent who negotiates contracts of sale (as of real estate or securities) or other agreements (as insurance contracts or mortgages) between the parties for a fee or commission.

 
 


I publish Strategic Homeowner regularly as a resource for people like you who want the most out of their homes, investments and lives. 

As a Mortgage Planner, my role is to help homeowners successfully manage their home equity to  increase liquidity, safety, rate-of-return and tax deductions. I believe it is my responsibility to help my clients integrate their mortgages into their overall long-and-short term financial and investment plans to improve cash flow and minimize interest expenses.

To that end, I include a collection of articles from national best selling authors designed to educate, inspire and entertain. Success in life starts with two words “I can” and is carried over the finish line with the power of the words “I will.” I hope the stories in this magazine help you gain the knowledge and will to reach your dreams.

As always, if you have any questions about the best way to make your home’s equity work for  you or want a personalized analysis of how you can use your mortgage to become the next Strategic Homeowner, Please download order form.

Sincerely,

 KinggMark Bertrand, CEO, Sr. Mortgage Planner