Wow! So, I get home and there it was…an actual Federal Express package from the company where I hold my mortgage. I’m thinking, what on earth could this be? My bank actually Federal Expressed me a solicitation to refinance out of my mortgage and into another one. What’s even better is that the verbiage in the letter was very deceptive. It’s amazing what one little sentence can do to entice one to give them a call, which is of course their primary objective. Banks are getting better and better at soliciting new business…doesn’t mean they’re getting any better at giving valuable advice and good service!
I want you to know that IF this happens to you or anything of the sorts, please give your Trusted Advisor a call. If you decide to inquire with someone else, that’s fine. All I ask is that you give me a call or an email as well and let me know what you’re thinking or what your objectives may be. As always, I will give you the very best advice possible, as I likely have hundreds of more hours of education than any traditional bank Loan Officer. Not trying to toot my horn, I just don’t want any of my friends, family, and clients taking advice from people that haven’t earned the right to give financial advice. Remember, your mortgage IS a large part of your overall financial plan. It’s not JUST a mortgage, it’s an important part of your future.
Also, I wanted to share a radio interview that I did a few months ago with you. I hope you enjoy it. I come on about 25 minutes into the program. This interview was aired along the majority of states along the west coast and was recently re-aired, as the response to the interview was very positive.
Go to “Listen Now.”
Click on “Listen to the Archives”
Password: Lincoln
