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MEAD
Concierge Program
We provide unique services and strategies to simplify the mortgage process and help you achieve your personal and financial goals. We call it our Concierge Program.
Today, Tomorrow and Beyond The Mead/Taylor Financial group knows what it takes to be a successful lender. Since the start of our operation, our dedication to exceed your expectations and guarantee your satisfaction has made us what we are today. From start to finish in the loan process, we provide no less than exceptional service to our most prized possessions - our clients. We listen...then advise We believe that there is more to home financing than simply securing the lowest interest rate. That’s why we ask a lot of questions and take the time to listen to your answers concerning your overall financial picture. We want to offer you the best mortgage option to achieve your financial goals, whether it’s buying your first home, consolidating debt, or preparing for retirement. Your Trusted Advisor Funding your loan is just the beginning of our relationship with you. We want you as a lifetime client, not just a one-time deal. We will continue to monitor interest rates and let you know when opportunities arise to improve your current situation. We will also stay intouch and continue to educate you so that we can be your ultimate resource for mortgage financing information. We will work in partnership with your financial planners, CPA, estate planners to help facilitate your goals. A Mortgage Plan Just for You Because mortgage loans are uniquely individual, we offer a wide range of residential loan programs tailored to your specific needs. As illustrated in the graphic below, we will first present you in writing various loan scenarios so you can make an educated decision about your mortgage product as it fits your financial planning goals. Service Never Stops Once you complete a mortgage transaction with us, client’s are amazed that our service does not stop at the closing table. We continue to provide you with value added services such as our monthly rate watch report so you can see how your current loan compares to today’s market. In addition, we will continue to provide you with annual debt reviews to ensure you are managing your debt and equity effectively to reach your financial goals. Kiss Your Debt Goodbye One of the greatest services we are privileged to offer our clients is debt consolidation analysis (Equity Repositioning). Why spend a significant portion of your monthly income on high interest loans that are not tax deductible? We will help you save hundreds of dollars a month and increase your tax deductions so that you can be debt-free and live the lifestyle you deserve.
Generally a family's mortgage is one of the most important elements of their financial picture. Therefore, it is critical that the care we take initially to select the best mortgage plan for you is extended through the life of your financing. What it is: The Mead/Taylor Financial Group's Annual Mortgage Review is a process whereby from year to year we review your financing to make sure that it is the most appropriate at that time. We will jointly identify opportunities for savings or needs during the evaluation. Why: Life changes, families grow, job's move, retirement objectives shift. There are any number or reasons why your mortgage and possibly your entire financial picture should be evaluated from year to year. Maybe there are no changes needed but if there are it's better to identify them early. Goal: With this tool in hand you can be assured that you are always fine-tuning the most critical piece of your financial planning. This process is likely to save you thousands over the typical life of your mortgage needs. Loan Servicing: Even though the right to collect the payments on your mortgage may be transferred to a different loan servicer I am your initial contact for all your mortgage questions. We will facilitate any needs, questions or concerns you might have anytime on your current mortgage. Call us first to save time and effort. The Mead/Taylor Financial Group's Mortgage Management Program will eliminate the time needed to track interest rates, it will identify savings and manage your financing needs for the next five, ten, or even twenty years. Just another reason to select the Mead/Taylor Financial Group as your Lender for Life.
What it is: The Mead/Taylor Financial Group's Annual Mortgage Review is a process whereby from year to year we review your financing to make sure that it is the most appropriate at that time. We will jointly identify opportunities for savings or needs during the evaluation.
Why: Life changes, families grow, job's move, retirement objectives shift. There are any number or reasons why your mortgage and possibly your entire financial picture should be evaluated from year to year. Maybe there are no changes needed but if there are it's better to identify them early.
Goal: With this tool in hand you can be assured that you are always fine-tuning the most critical piece of your financial planning. This process is likely to save you thousands over the typical life of your mortgage needs.
Loan Servicing: Even though the right to collect the payments on your mortgage may be transferred to a different loan servicer I am your initial contact for all your mortgage questions. We will facilitate any needs, questions or concerns you might have anytime on your current mortgage. Call us first to save time and effort.
The Mead/Taylor Financial Group's Mortgage Management Program will eliminate the time needed to track interest rates, it will identify savings and manage your financing needs for the next five, ten, or even twenty years. Just another reason to select the Mead/Taylor Financial Group as your Lender for Life.
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