First Time Home Buyer Learn How to Set Yourself Up to Buy a Home
DiversiFi Capital DiversiFi Capital
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 Published On Jun 17, 2020

Wanting to sell your home and buy a new home? Learn strategies from local Financial, Real Estate, and Mortgage professionals on how best to make this transition.

Topics covered:

- How to Prepare Financially to Move Up
- Local Real Estate Market Update - Pricing, Inventory, Trends, and Forecast
- Strategies on Moving Up
- How to Buy Before Selling
- Mortgage Market Update - Industry Changes
- Mortgage Options - Product Options and Strategies

Alan Canas, Realtor | The Alan Canas Team | Coldwell Banker Global Luxury | DRE 01793936

Nikki James, Mortgage Advisor | Opes Advisors NMLS#293183
©2020 OPES ADVISORS, A DIVISION OF FLAGSTAR BANK | NMLS 417490 | MEMBER FDIC | EQUAL HOUSING LENDER OPES ADVISORS | EQUAL HOUSING OPPORTUNITY

Disclaimer – Information given is NOT Legal Advice and should not be considered Legal Advice or Guidance. We are not a law firm and our employees are not acting as your attorney. We are not giving, offering or suggesting any legal advice. Although we have gone to great lengths to make sure our information is accurate and useful, we recommend you consult a lawyer to get a professional assurance that our information, and your interpretation of it, is appropriate to your particular situation. You are always recommended to consult a lawyer, the information given is not a substitute for the advice of a lawyer.

Disclaimer – Tax information given are provided as a general strategy, and not intended as tax advice. You should consult your tax professional for clarification and any additional questions prior to implementation. Under Circular 230, the advice contained in this communication was not intended or written by the practitioner to be used, and that it cannot be used by the taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service.

Financial Planning & Investment Advisory Services offered through Compass Capital Management Group LLC, a Registered Investment Adviser. Insurance services offered through Compass Capital Management Group LLC under CA Insurance License #0K03273. This document is not intended by Compass Capital Management Group LLC, or any of its affiliates, employees or agents to be considered investment, tax, or legal advice. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. Email transmission cannot be certified to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of any email transmission sent or received. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.

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