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Success Story

Helping Put a Child On Firm Financial Footing

It had always been George’s plan to help his daughter’s family begin their life’s journey on solid financial footing. To that end, he had been helping them with both their mortgage, an FHA loan with an above average interest rate, and their mortgage insurance. But George was beginning to find the obligation increasingly burdensome.

 

Success Story

A Line of Credit Leads to an Extra Credit Career

As a senior executive with 30-years experience and an annual income of over $300,000, Mike S. thought himself immune to the problems associated with his company’s plan to downsize.

 

Success Story

A Financial Advisor Helps a Newly Divorced Mother Recover Financially

After twenty-two years of marriage, the ramifications of her divorce came as a shock to Mary M. and she left the courtroom with more questions than answers, particularly regarding her financial future.

 

Case Study

Refinancing a Property

In 2005, Susan and George K. obtained a construction loan to build their dream home. They purchased a lot, worked closely with an architect, and began construction. But in the midst of building the housing bubble burst. The couple was left with a house that was underwater and a loan they couldn’t refinance.

 

Case Study

Constructing a Solution

Mark T. had been in the real estate development business for over 30 years. He had always been able to get the financing he needed through his long-term relationship with a major bank. However, when Mark approached the bank about his latest project for upper end units in a community he saw as having enormous potential, the bank did not agree with his valuation, and despite the relationship was willing to only offer him a loan amount far too small for the project he envisioned. 

 

Case Study

Fixing and Flipping

Joe S. had always had a keen eye as an entrepreneur and had done well targeting niche markets for fixing and flipping properties during the real estate boom. But when the Great Recession hit, competition increased in his market segment. Margins became slimmer and profits harder to come by because of higher lender fees, high interests rates, and banks less willing to lend money.

 

Case Study

Keeping Capital Working

Cody D.’s web design and hosting business took off so quickly that within a few months his company occupied over half of a 35,000 sq. ft. building. However, the buildings’ owner went bankrupt, stopped making payments, and the bank took over management of the building. Renovations were needed, the bank refused, and the other tenants began vacating.

 

Case Study

Acquiring Real Estate

When retired architect Rob F. found a four-acre lot on which he could build four homes, he knew he had uncovered a promising investment opportunity and wanted to take advantage of it. He turned to his bank for the capital needed to pursue the project.

 

Case Study

Preserving a Family Legacy

Like many baby boomers, Tom M. was faced with overseeing the care of an adored aging parent who’s deteriorating health required dramatic changes in care and housing. The stress was overwhelming as Tom was seemingly faced with choices that would wipe out the legacy his parents had worked so hard to build for him, his wife, and children.

 

Case Study

Mining an Opportunity

Javier G. had organized a consortium of investors for what was potentially a highly lucrative mining project. Each of the ten investors was being asked to put up a million dollars to participate. But there were sizable hurdles that needed to be resolved. What Javier and his investors sought was a solution to what otherwise might have proved insurmountable issues that jeopardized their investment.