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Financial Planning For the Holidays

The holiday season is fast approaching, and so are all the expenses that come along with it. In my experience, people love to treat others...

Multigenerational Living — Is it Time to Make a Plan?

Multigenerational living is defined as homes with three or more generations living in them. This trend is on the rise, and it’s no surprise given...

What is a Second Mortgage?

If you're relatively new to the world of mortgage financing, the term "second mortgage" might cause a bit of confusion; especially if you're a...

“Thank you, Dan! It has been a pleasure working with you.

It was such a relief to have someone on our team that was so knowledgeable and willing to take the time to consult with us and to explain anything and everything. 

If we have any friends or family looking for a broker, I would not only recommend, but insist they work with you. Thank you for everything!”

—Heather and Ben

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