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Why Partner with Mortgage Portfolio?

 

At Mortgage Portfolio Services, we recognize that the mortgage is just one piece of the client’s overall financial strategy. Investments, savings, cash flow, debt, insurance, credit, tax deductions, retirement savings, etc. all play a part in the client’s overall financial picture.

Since mortgage qualification includes the recording of all of a client’s assets, liabilities and real estate interests, we are in an excellent position to see the “whole picture”. While MPS is careful not to advise in areas in which we are not experts, we are trained to identify those financial areas that might benefit from analysis by a qualified professional. By taking the time to identify these areas for the client we can not only provide superior mortgage services, but can also assist the client in looking at other areas of their financial portfolio that could use some work.

 

 

 

 

 

 

Financial Planning

 

 

 

 

 

 

 

 

 

 

 


Mortgage Portfolio Services is exclusively managed by Outsmart Holdings, LLC.