Services

Equity for Life is based on the concepts of many of the brilliant financial minds of our time, including Marian Snow's "Stop Sitting On Your Assets" and Douglas Andrew’s best selling book “Missed Fortune”, "Missed Fortune 101", and "Last Chance Millionaire". We help individuals understand their most valuable assets in their estate, including their home and retirement plans and how taxation affects them.

A common misconception about the path to financial independence is that the best way to pay off a house is to pay extra principal payments on the mortgage. We can show you that no method of paying extra principal payments is the wisest or the quickest way to accomplish financial independence. A homeowner can accumulate the amount of cash needed to pay off a home just as soon or sooner by using a conservative, tax-deferred mortgage acceleration plan. The most important elements of home equity management are maintaining liquidity and safety of principal and creating the opportunity for home equity to grow in a separate side fund, where it is accessible in the event of an emergency.

We specialize in teaching our clients how to manage and optimize one of the last remaining tax deductions that we Americans have left, your home mortgage interest. You can actually pay off a home using a 30-year mortgage in 13.5 years with the same cash outlay required to pay off a 15-year mortgage. And you can accomplish this by using some of Uncle Sam’s money instead of your own. By using our mortgage acceleration plan our clients have drastically enhanced their net worth and generated an extra million dollars or more by safely using lazy, idle dollars trapped in the equity of their homes.

Would you like to minimize your taxes? Would you like to keep more money in your estate? Would you like to reduce your current income tax outlay? We help you answer these questions.


For a no-cost phone consultation, feel free to call us at (757) 424-8901 or fill out this form.