Why advisors should get involved when clients take out a mortgage

T1Covered by 1 source · first reported by American Banker (headlines) at 29 Sept, 19:38 UTC

From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.

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Sources

• T1Why advisors should get involved when clients take out a mortgageAmerican Banker (headlines)29 Sept, 19:38