This report gives you important information on making an informed decision regarding your mortgage debt with your long-term interest in mind.

1. Current Liabilities
This is your current debt structure in an easy to read format.  This allows you to take a bird's eye view of your current liabilities.

2.  Recommended Debt Structure
This is your recommended new mortgage loans(s).  It calculates the new mortgage loan(s) paying off current debt and freeing up monthly cash giving you additional investment opportunities for your future.

3.  Asset Accumulation
This section shows you how much money you would have if you placed it in some sort of asset accumulation account such as an annuity, money market fund or with a financial planner.  The interest rate earned is based on past long-term performance and can be adjusted.

4.  Projected Real Estate Value
This section shows you how much money you would accumulate if you invested in real estate.

5.  Total Real Estate & Investment Value
This section shows you the combined dollar ammount that you'll accumulate if you invest your money in an asset accumulation account along with your real estate holdings.

6.  Tax Benefits
Homeownership has definite tax advantages.  This feature will give you an estimate of the monthly savings that tax benefits can bring you before and after your investment choices.  We advise that you give this information to a tax consultant for an even more accurate picture.

7.  Notes
Your mortgage debt planner can give you messages and additional information that can have positive, life-changing impact on your financial picture.