Join BP Encino for their monthly meeting!

The 3 1/2 “Right Now” Mortgage Planning Strategies That Give you the EDGE with Guest Speaker Tracy Cavanaugh

• How to buy “better” -  Learn how to get the lowest cost/tax advantaged loan in this market…and get the seller’s to pay for it!
• Paying Cash vs Taking Out a Mortgage – How we created an extra $228k in net worth over 8 years for our client by using a mortgage.
• The Right Now Cash Flow Strategies to Build Wealth.
• Bonus – Learn the true net cost of waiting to purchase a home (just 12 months has a surprising impact!)

Meet the speaker:
Tracy Cavanaugh

Tracy Cavanaugh is Vice President of The CS Mortgage Group, a referral-only mortgage planning firm with offices in Encino and Newport Beach that delivers financially optimized mortgages with guaranteed results. They do this by taking a financial planning approach to structuring their clients’ mortgages, and with a laser-focus on helping them create and preserve their wealth, intentionally partner with the other key advisors (either their existing professionals or refers one in when needed) to ensure the mortgage strategies they employ maximize the asset side of the balance sheet, and are in complete and total alignment with their tax, estate and divorce planning strategies. Tracy has worked in the mortgage industry for 24 years, served on the Board of the Financial Planning Association of Los Angeles for 7 years, currently serves on the Orange County Board for the past 3 years and was the 2020 VP for the State of California Association of Mortgage Professionals after serving 4 years as President of the LA chapter. More importantly, she’s a huge fan of classic rock, stand up comedy shows…and her family and friends!