BUSINESS CATEGORY
BUSINESS DESCRIPTION
From first-time homebuyer, investor to retiree, become debt-free and plan for a prosperous future.
Perhaps the key to your success depends on which investments will yield the best return for your hard-earned money. Would it be refinancing your mortgage, making a new purchase or using your home for a comfortable retirement? Understanding your options is the basis for sound financial planning.
Planning your financial future is like “solving a puzzle”. All the pieces have to be in place, and your plan will look different than anyone else’s based on your lifestyle, current financial status and other factors.
Lucia takes a different personal approach to serving her clients. As an experienced mortgage broker, using financial planning strategies for 30 years in the industry, Lucia’s goal is to help improve the lives of her prospects and clients. Lucia looks to build solutions that fit her clients’ needs and circumstances - that is in her DNA.
Her wide range of expertise includes:
Mortgage financing
Credit repair
Budget planning
Building wealth
Personal banking
Commercial lending
When you work with Lucia, she will design a customized plan and a course of action to get you out of debt and moving toward accomplishing your goals.
She’ll help you assemble your puzzle, guide you through the process step by step, and provide helpful advice to save you from making costly mistakes that can spell disaster.
Are you ready to make your money work for you?
Let’s get started!
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