Below you will find links to complete case studies that you may find helpful in further clarifying the benefits of equity repositioning as part of your wealth management strategy. Double click on any of the titles below to open the file in Adobe Acrobat. If you don't have Adobe Acrobat Reader click here to download.

Using Your Mortgage as a Tool to Grow Your Wealth

Successfully Managing Home Equity to Increase Liquidity, Safety, Rate of Return and Tax Deductions

How the Affluent Manage Home Equity to Safely and Conservatively Build Wealth

Homes are Designed to House Families, Not Store Cash

Published in Strategic Equity’s Mortgage Planner Magazine:

July/August 2007 – “Impact of a Lifetime: Equity Management Makes a Big Difference for Real People”

May/June 2007 – “For Rent: Leverage Trapped Equity to Grow Wealth”

March/April 2007 – “Equity Management Gets its Day in the Sun: Mortgages of San Diego County”