Sigma Wealth Strategies
Call us at 415-577-1856
Home and Wealth

You choose a Mortgage to Purchase or Refinance a House.  We help you choose a Mortgage to Create Wealth

Your Goals + Our Planning = Total Strategy

Do you view your mortgage as a loan or a financial instrument?  For most people, their mortgage represents their largest and most important debt obligation while their home represents their most significant and largest asset.  The tools and training necessary to provide complete analysis are now available.

A mortgage plan allows you to consider several mortgage options and determine the strategy that best helps you to accomplish your goals.
 
A mortgage plan will have a powerful impact on your overall financial strategy. A mortgage plan clarifies your options and illuminates quality decisions.
Read more...
 

Did You Know?

Did you know?

1.  Mortgage interest is deductible against investment interest?

2.  Mortgage interest can be deductible on a boat an RV or a camper?

3.  If a parent were to invest $10,000 into an account when the child is born earning just 8%, that child will have more than $1.4 Million in the account at retirement?
Read more...
 

Answers

Did You Know--Answers

1.  Mortgage interest is deductible against investment earnings. 

The IRS allows homeowners to deduct mortgage interest on a qualified residence up to $1,000,000 plus $100,000.  What if Elton John is purchasing a $50,000,000 in San Francisco?  Is he wasting $49,000,000 of mortgage interest?  No.  

Read more...
 

Polls

Which debt solutions seem the most attractive to you?