Silverstar Finance, Inc. believes that mastering the skill set of a true Mortgage Planner is the absolute best way to give our client's maximum value as a trusted advisor. It is our goal to educate our clients and help them understand the connection between their mortgage and their financial goals.
Mortgage Planners understand a mortgage is not just a transaction done in isolation to help a client buy a home or refinance for a lower rate.
Mortgage Planners recognize a mortgage can accomplish so much more when properly structured and integrated into a client's overall financial plan.
Mortgage Planners take time to ask 2 nd and 3rd level questions to truly understand what's important to each client about their loan.
Mortgage Planners make a measurable difference in their clients' lives.
Mortgage Planners help their clients select a loan that minimizes interest expense, maximizes cash flow and minimizes taxes.
Mortgage Planners educate clients on how to properly manage their homes' equity to increase liquidity, safety and rate of return.
Mortgage Planners add significant value to CFPs, CPAs, insurance professionals and attorneys by acting as the mortgage-planning expert on their extended team.
Mortgage Planners know how to strategically use a mortgage to safely, conservatively and consistently build wealth for clients.
Mortgage Planners perform an annual mortgage planning review for their clients.
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