Not all debt is bad. How you leverage it matters.
Debt is a fact of life and an important part of wealth management that helps you meet your goals. Our proactive process is designed to help you stay on the right side of the balance sheet and keep your borrowing practices in check.
You might be looking to buy a second home, or wondering if you should buy that dream car. How you make the purchase can make all the difference. Should you use cash or take out a home equity loan? Can you afford it and still maintain your lifestyle? These are some of the questions we get asked every day. We often coach clients on the difference between good debt and bad debt and act as a sounding board as they evaluate financing options.
Should you find yourself owing more money than you hoped? We work with clients on ways to pay down costly debt and get them in a place to better accumulate wealth.
Like everything we do, we take taxation into account and provide recommendations that keep more money in your pocket.