Becky Whitacre
Certified Mortgage Planner

bwhitacre@magloans.net

Cell 425-244-2400
Office 425-212-2562
Fax 425-317-8003
Toll Free 1-888-317-8007
2902 Colby Avenue
Everett, WA 98201

Financial Strategy
Your best investment is not always your house. When your primary goal is to pay off your mortgage as quickly as possible, you will not receive the same tax savings as someone who takes on a larger mortgage with a longer note. With higher monthly payments, you often end up with less capital for savings and investments. Take a look at the attached story of three brothers, each with the same annual income. They chose three different mortgage options to finance their homes. Looking at their investment and savings strategies over the short and long term reveals just how much wealth can be built from the equity in your home.

As part of the service provided, I customize a loan comparison program for each client, comparing different loan programs, investments and debt consolidation. I also identify the point at which assets outperform or exceed liabilities (based on a mutually agreed upon rate of return. Give me a call or email me so we can discuss the best strategy to meet you financial goals.

A Tale of Three Brothers

“People who understand how money works choose a big mortgage and wisely invest the extra cash to create wealth.”

Creating Wealth Through Home Equity