Sigma Wealth Strategies | One Market Street, Spear Tower, 36th Floor San Francisco, CA 94105 | 415-293-8589

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You choose a Mortgage to Purchase or Refinance a House.  We help you choose a Mortgage to Create Wealth

Your Goals + Our Planning = Total Strategy

Do you view your mortgage as a loan or a financial instrument?  For most people, their mortgage represents their largest and most important debt obligation while their home represents their most significant and largest asset.  The tools and training necessary to provide complete analysis are now available.

A mortgage plan allows you to consider several mortgage options and determine the strategy that best helps you to accomplish your goals.

A mortgage plan will have a powerful impact on your overall financial strategy.  A mortgage plan clarifies your options and illuminates quality decisions.

Mortgage Plan Benefits

  • Understand how to identify the lowest cost option
  • Accelerate your goals by determining your "Freedom Point"
  • Integrate your mortgage into your overall financial plan
  • Optimize your equity and debt configuration

You will also learn:

  • How to use your house as a tax shelter
  • How equity inside your house functions as an investment compared to other types of investments
  • How your house functions as an asset and a liability
  • What portion of your overall wealth your house encompasses and how that wealth can be protected from risk

Did you know?

1.  Mortgage interest is deductible against investment interest?

2.  Mortgage interest can be deductible on a boat an RV or a camper?

3.  If a parent were to invest $10,000 into an account when the child is born earning just 8%, that child will have more than $1.4 Million in the account at retirement?

4.  If a parent were to set aside just $100 per month for their child every year until the child was eighteen and let that money grow at 8% until retirement at age 62, that child would have over $2,000,000?

5.  Would you rather have $1,000,000 today or a penny doubled every day for 30 days?  Hint:  The 2nd option is worth over 5 times the 1st!

6.  How to create an extra $1,000,000 for retirement?

7.  The biggest secret in real estate?  Your mortgage is a loan against your income, not against the value of your home.

8.  There is a better way to pay off your mortgage early than by paying additional principle?

9.  One of the biggest misconceptions homeowners have is that their home is the best investment they ever made?

10.  Buying a vacation home now is more affordable than waiting until retirement?

Click on the Wealth Solutions Tab to see the Answers!