The Equity Repositioning Analysis Report

See how small changes in your debt structure can make a life changing difference in your financial future.

This report gives you important information on making an informed decision regarding your mortgage debt with your long-term interest in mind.

1. Current Liabilities – This is your currentstructure in an easy to read format.This allows you to take a bird’s-eyeview of your current liabilities.
2. Recommended Debt Structure – This isyour recommended new mortgage loan(s).It calculates the new mortgage loan(s)paying off current debt and freeing upmonthly cash giving you additionalinvestment opportunities for your future.
3. Asset Accumulation – This section showsyou how much money you would have if youplaced it in some sort of asset accumulationaccount such as an annuity, money marketfund or with a financial planner. The interestrate earned is based on past long-termperformance and can be adjusted.
4. Projected Real Estate Value – This sectionshows you the future value of your ownedreal estate based on the projectedappreciation rate.
5. Total Real Estate & Investment Value –This section shows you the combineddollar amount that you’ll accumulateif you invest your money in an assetaccumulation account along with yourreal estate holdings.
6. Tax Benefits – Homeownership has definitetax advantages. This feature will give youan estimate of the monthly savings thattax benefits can bring you before and afteryour investment choices. We advise thatyou give this information to a tax consultantfor an even more accurate picture.
7. Notes – Your mortgage debt plannercan give you messages and additionalinformation that can have positive, lifechangingimpact on your financial picture.