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Fred and Wilma had been in their home for about 10 years. Things were kind of off for Fred and Wilma actually lost her job about 4 years ago.
As they say "Life Happens" and Fred and Wilma ended up having to pay for a lot of things with credit cards and their home equity line from Bedrock Credit Union. (Pebbles needed braces and they had to get a new heat pump and other repairs to their home.)
Well all of those things seem to be in their past so they wanted to try and see how they might "reposition" their financial situation to take advantage of the increased value of their home and reduced interest rates. But, they really had no idea where to start.
We prepared an "Equity Repositioning Analysis" for Fred and Wilma ( Click Here to Review the Results ).
Fred and Wilma were delighted with the outcome. We were able to save them $672 per month in cash flow and we encouraged them to diversify themselves financially by taking $20,000 in equity from their refinance and pledging another $500 per month for a Certified Financial Planner (not affiliated with our company) to invest each month.
This dramatizes the ability to reposition monthly obligations and actually create wealth for the future by making a proactive shift in financial strategy. (Oh yeah, don't forget to look at Page 2 of this form, it's very powerful!)
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Contact Information
Nations Home Funding
4700 Falls of Neuse Road
Suite 120
Raleigh, NC 27609
919-877-0022 Ext 204 (p)
919-877-9505 (f)
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