November 28, 2018

Business Loans for DACA Status Immigrants

We recently had the opportunity to help a local business owner who is a D.A.C.A resident. Good commercial real estate loan. Credit and income good and owner occupied.   Challenge for borrower was his resident status was that of D.A.C.A.  The borrower came to the U.S. as a child, they are fluent […]
July 7, 2017

Is Jensen Beach FL Turning Orange?

If you got an hour to burn, get ready to turn up the music and shed those pounds with the best one hour workout in the Nation. When the owners of the OrangeTheory franchise in Stuart, FL wanted to up another location in Jensen Beach they reached out to us. Finding interested […]
May 11, 2017

The Little Old Lady from Del-Ray-A

Loan Success – The Little Old Lady from Del-Ray-A We recently helped a 94 year old Client who owns a 6 unit residential property in Delray Beach (North of Kokomo). She wanted to refinance a small loan balance of $150,000 and was having a hard time finding an interested lender. She was […]
March 16, 2017

Florida Business Loans (Interest Rate Survey) – March 2017

By: John Patterson CFP ® It looks like the Federal Reserve Board is trying a full court press to keep inflation at bay. This month marks the second time in the last 3 months that the Fed has increased rates. If you are filling out your brackets this would raise the Fed’s […]