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REFINANCE ANALYSIS QUESTIONNAIRE
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WHAT IS MORTGAGE PLANNING?
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ANNUAL MORTGAGE PLANNING REVIEW
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Welcome! Today more than ever before I believe a mortgage should be viewed as a financial instrument that needs to be integrated completely into an overall financial plan. I believe a mortgage should be viewed not as a debt-instrument, but rather a wealth-creation instrument.
When properly structured and managed, a mortgage strategy can be a powerful tool in reaching both short and long-term financial goals."
Brian Kludt, Sr. Mortgage Planner
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