Buying or selling a home or investment property is among the largest, and most important, financial decisions one can make. That is why David encourages prospective clients to include meeting with a financial advisor along with a mortgage expert, to get a holistic picture of how real estate can be part of your financial picture.
Important questions can be addressed, such as:
How much can we afford to spend without sacrificing our ability to retire?
What if something unexpected happens to the income earner?
What happens if the real estate market changes significantly?
Do my workplace benefits provide adequate protection?
How much should we focus on paying a mortgage versus other financial priorities?
Should I get the life and disability insurance provided by the lender?
Book a complimentary meeting with David’s most trusted advisor, his wife, Alison Setton.