Financial Planning

Julie Larsen Wyss of Vista Mortgage Solutions says this about Mobius Financial Network: “They have taken the time to educate our clients on the many options available when purchasing a second home. Learning how a second home balances with the rest of their life and portfolio was most helpful.

By diligently researching and assessing our client’s financial portfolios, Niki Canotas and Mobius Financial Network, were able to identify funding options for a down payment that were not previously considered. The options ranged from selling items such as a non-qualified account (stocks & mutual funds), or rolling assets from an existing Individual Retirement Account (IRA) or a 401k into a real estate purchase. Discovering there were strategies not yet considered has been very helpful many of our clients. The team of business professionals associated Vista Mortgage Solutions are here to work “hand in hand” with our clients to ensure a smooth process in developing the best investment strategy for the purchase of a second home.