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Jeff Cruz
CLA, CDLP
Guild Mortgage Company
ABOUT ME
As a Certified Liability Advisor, I take a holistic and strategic approach to address the critical aspects a client’s cash flow needs through liability management. This approach encompasses various components, including tax planning, liability analysis and management, Income analysis and opportunity cost evaluation related to their home equity. By considering these factors as part of the larger picture, we can create a comprehensive plan that serves our clients' best interests to help them grow net worth.
Mortgage and Liability Advisor
NMLS:
225971
Serving
Email:
Cell Phone:
Office Phone:
Website:
Address:
Florida, Texas
210-422-7613
210-504-3847
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