Visitor Day

Doug Dixon

Mortgage Agent

This Week I’m Looking For…

This week I’d like to be introduced to veterans who financed or refinanced their home at an interest rate of 7% or above.

Got Referral for Doug?

(use this link if you are a BNI member)

Referral Form – This Week

Live Better Financial

https://www.livebetterfinancial.com/

doug@livebetterfinancial.com

650-996-8013

Live Better Financial is a trusted mortgage and financial solutions provider dedicated to helping individuals and families achieve their financial goals and live more comfortably. Specializing in reverse mortgages, home buying assistance, refinancing, and a wide range of tailored loan programs, the company offers personalized guidance to demystify the complexities of financing.

With an emphasis on education and transparency, Live Better Financial provides resources to address common myths, compare financial products, and explore innovative solutions like HECM for Purchase and zero-cost refinancing. Backed by a team of experienced professionals, the company takes pride in empowering clients to make informed decisions for a brighter financial future.

In General I’m Looking For…

Good referrals for Live Better Financial include:

  1. Seniors or Retirees: Individuals aged 62 or older exploring financial options to enhance their retirement lifestyle, particularly those interested in reverse mortgages or accessing home equity.
  2. Financial Advisors: Professionals managing clients’ financial portfolios who may recommend reverse mortgages or refinancing as part of a long-term financial strategy.
  3. Realtors: Agents working with buyers and sellers who may need guidance on financing options, including conforming, jumbo loans, or specialized purchase solutions.
  4. Estate Planning Attorneys: Lawyers assisting clients in planning for retirement or managing inheritance, who may suggest reverse mortgage options.
  5. Adult Children of Aging Parents: Families looking for financial solutions to alleviate their parents’ housing costs or assist in retirement planning.
  6. Homebuyers: First-time or repeat buyers seeking educational resources and competitive loan programs for purchasing their dream home.
  7. Homeowners Looking to Refinance: Individuals aiming to lower mortgage payments, access equity, or secure better terms, such as fixed-rate or ARM loans.
  8. Healthcare and Caregiving Professionals: Caregivers or consultants who advise older adults on living arrangements and financial sustainability, including using reverse mortgages for care needs.
  9. Tax Professionals: CPAs and tax consultants helping clients manage finances and consider options like refinancing or leveraging home equity for tax planning.
  10. Property Investors: Individuals or businesses seeking financing solutions for investment properties or rental portfolios.