Large Purchase

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Purchases

Whether you’re planning that dream vacation, renovating your home or buying a car, funding a large purchase or major life even can be exciting. However, managing the short-term liquidity needs for a large purchase with your longer-term financial priorities can be a complicated task.

We will be pleased to help you evaluate all of your options for paying for a large purchase while keeping you on track for your other financial goals, such as saving for a retirement.

Here's a few items to consider when planning a major purchase:

• Asses your goals, needs and a timeline
• Determine the true cost and your budget
• Use time to create a systematic savings plan
• For unexpected events, check your insurance coverage
• Determine if you need to leverage traditional lending options
• Understand your asset-backed lending options

We will be pleased to review all of the above with you to ensure you’re completely satisfied with our service and get you on your way to your purchase. Don’t hesitate to reach out to me for further details and I look forward to hearing from you.

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