About
About
Why Use a CLA
About Us
Mortgage & Financial Planning Solutions.
Mortgage and financial solutions encompass tailored strategies and services to assist individuals in managing housing costs and optimizing financial well-being. This includes mortgage plans, refinancing, debt consolidation, and investment advice, all designed to meet specific needs and goals, fostering stability and growth. As a Certified Liability Advisor (CLA), we concentrate on reducing the cost of homeownership and develop plans to build wealth for both your current and future lifestyle.
Comprehensive liability, investment, and retirement planning.
Over 40 years of experience in banking, mortgage, and investments.
Assist in the planning to reduce the cost of homeownership as well as all other liabilities.
Develop comprehensive wealth building plans in the most tax advantaged way.
How We Help Clients
The intersection of Mortgage Planning and Wealth Building.
Financial Education
Financial education entails learning about budgeting, saving, investing, debt management, and understanding financial products. It empowers individuals to make informed decisions and achieve long-term financial stability.
Mortgage Planning
Mortgage planning involves assessing one's financial situation, setting homeownership goals, and strategically selecting mortgage options to ensure a well-aligned and sustainable borrowing arrangement for purchasing or refinancing property.
Wealth Planning
Wealth planning entails comprehensive strategies to manage and grow assets, including investments, estate planning, tax optimization, and risk management, all aimed at achieving long-term financial goals and security.
Divorce Planning
Divorce property planning involves equitable division of shared assets through negotiation or legal means, ensuring a fair distribution process while considering financial, emotional, and legal implications for both parties.
Our Staff
Professional Team
Frank Barnes
CEO Loanesty
Camille Rowse
Loanesty Manager
Ursula Terry
Loanesty Marketing
Guo Heng
Loanesty Supervisor
