Union West Financial is a company that specializes in helping clients properly manages their home equity and their mortgage to build wealth. Union West’s unique mortgage planning approach has helped hundred of families. We build “life-long” clients by creating, facilitating and monitoring their financial stability and growth.

Honoring Our Responsibility as Your Trusted Advisor: (After close of escrow)

• Courtesy Call Verifying 1st Mortgage Payment Made
• Annual Progress Meetings – To monitor your cash flow, liquid assets, income, credit, debt instruments, cash needs, real estate equity, financial & real estate goals and integration, modifications to your plan
• Monthly Newsletter – Deepening your understanding of mortgage planning
• Property Tax Payment Reminders December & April
• Copy of Closing Statement for Income Tax Preparation
• Proactive Bond Market Monitoring For Refinance
• Periodic E-mails Explaining Significant Changes in the Market
• Complimentary Mortgage Review for All Referrals

In addition, our guidance and advice is an integral part of our clients’ life long commitment to grow and protect their assets. Society trains us to focus on the interest rate and closing cost of mortgages. While these are important, the most crucial variable in determining whether financial goals are obtained is what percentage of a property should optimally be financed.

Union West Financial believes in Strategic Wealth Management and specifically focuses on how Equity Repositioning can help clients reach their goals safely, strategically, and successfully.

Union West Financial believes in Strategic Wealth Management and specifically focuses on how Equity Repositioning can help you reach your goals.