Client Success Story – Leveraging Equity to  Accomplish Their Life Goals

Our clients, Terry and Jo, purchased a home in 2020 to be closer to Terry's aging father and secured a low interest rate. Fast forward to today, their needs have evolved, and they now want a home that better suits their current lifestyle. But they didn't want to lose their low interest rate.

Our solution? We advised them to leverage their home equity to purchase their dream home while keeping their current property as a rental. With a low mortgage rate, they can expect positive cash flow from renting, plus benefit from property depreciation on their taxes. This approach has allowed Terry and Jo to unlock their equity and use it as a powerful tool to fund the lifestyle they desire in a vibrant community that feels like home.

Whether it’s moving closer to loved ones, upgrading to your dream home, or investing in more properties, your EQUITY is the KEY to unlocking those goals.