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Case Study – HELOC on Primary Residence (South Bay)

helocOPPORTUNITY: Interested in reinstating HELOC after completing the refinance of their mortgage.

PROFESSION: Financial Services NET WORTH: Affluent

SOLUTION: HELOC

Value: $ 790,000

Mortgage: $350,000

LINE OF CREDIT: $225,000

CASE CLOSED

If you have a similar case, or question, please e-mail me on ceisaac@ymail.com