Union West Financial Mission Statement:

Union West Financial aspires to impact our clients’ lives by reducing the level of financial stress and making them financially bullet-proof. Our team creates and implements personalized and strategic mortgage plans to safely and successfully grow clients’ assets by six, seven, and eight figures, giving them more time and resources to achieve their goals and enjoy their lives.

Company Vision:

To teach clients how to use a mortgage as a strategic tool to grow wealth and financial safety.

• Known as a leading expert in Mortgage Planning
• Have a 100% referral based business
• Provide ongoing mortgage planning for 400+ clients
• Offer and maintain a network of top-notch financial professionals
• Increase financial literacy of clientele
• Raise industry expertise in Mortgage Planning

Your Mortgage Consultation Includes:

• Credit, Debt and Cash Flow Analysis
• Financial & Real Estate Goal Setting & Integration
• Written Mortgage Plan
• Mortgage Projection Analysis Report
• Trusted Advisor Review & Introduction

List of Services:

• Purchases
• Refinance
• Debt Consolidation
• Equity Repositioning
• Wealth Management
• Home Equity Line of Credit
• Construction Lending