Services

• Mortgage Planning & Services
• Investment Real Estate Services
• Consulting
• Colorado Property Management

Mortgage Planning & Services

We believe that the majority of mortgage lenders lack the financial expertise to assist clients in developing an effective mortgage strategy. Each one of the hundreds of mortgage products on the market can be the most viable option in a given situation.

Client-centered mortgage planning allows us to select the appropriate financing vehicle and develop an overall strategy to manage that liability over the ownership period
of the real estate. Our relationships with wholesale suppliers
of mortgage products allow us to offer these products
at competitive prices.

Investment Real Estate Services

We represent clients in the implementation of their real estate investment needs. At various times, we’ve bought and sold retail, industrial, apartment, and office properties. These transactions take into account the clients’ tax situation and we’ve used everything from 1031 exchange to installment sale techniques to help our clients manage the tax consequences of the transaction.

Consulting

Over the years, we’ve developed a fee-based consulting practice to help clients make effective decisions. We’ve been called on for valuation services, tax management strategies, and liquidity generation to settle estates and divorces. If you have a problem in need of a solution, give us a call.