Nathan La Rue
NMLS# 1021347
MORTGAGE
ADVISING THAT
HELPS YOU WIN.
How do we
"Beat the Bank?"
Personal finance is shifting. Big Banks & Big Business are actively purchasing assets & it is intensely shrinking Middle America. We believe that investing starts with access to the correct information. We give our clients access to education, concepts, & data that was previously off limits to the general public & help synthesize it to executable practices in personal finance & real estate. Through personalized home finance planning, we actively partner with families to WIN!!
OUR FOUR PHASED FOCUS
01.
Discovery
The Discovery Consultation or Goals Call is where we learn about you, your financial goals, and how our team can best serve you
02.
Strategy
Here, we prepare a Mortgage Action Plan (MAP) to review with you. This is an interactive webinar designed specifically to overview the plan to achieve your home goals. We’ll clearly compare the best loan options available to you, the costs, & overall wealth impact to ensure you’re in the best financial situation.
03.
Execution
The Execution phase is all about putting our MAP to work. We’ll clearly guide you through:
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Pre-Underwriting
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File Submission
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Final Approval
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Closing
Ultimately, we’ll put you in position to get the keys or best finance strategy in place for your home.
04.
Maximizing Wealth
Our goal is to take all the guess work out of your mortgage management by helping you to make decisions that are right for your family’s financial future; so that in the end YOU become the HERO in your family’s generational wealth journey.
PURPOSE DRIVEN FINANCE
We have 2 Goals:
1) To provide families all the information, guidance, & advice needed to make the best financial decision for their home financing needs
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2) To make the home finance process as simple & easy as possible
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Our team has actively served the finance community since 2005. Our passion for education, personal growth, & leadership has impacted lives both personally & professionally over the years and serving others is our TOP priority. We're excited about this new phase of homeownership where families are leveraging smart finance to build wealth and cultivate long-term success.
After meeting Nathan at an open house for the property we were in contract for, we elected to move forward with our bank. Two weeks into our escrow we were completely frustrated with the terrible service from our "big bank." We decided to call Nathan back & presented his team with a tight timeline to close on our family's new home. Nathan said "No problem we will get it handled for you and your family ASAP." Together with his team's collaboration, attentive response's to questions, and excellent communication the loan was closed right on time. Nathan and his team will be our FIRST CHOICE for anyone that ask's us where to start the home loan process!
- The Gomez Family