Mortgage Rates are Low Again!!

 

We want to help you make smart choices about your money. That includes all aspects of your money. Please note that mortgage rates are the lowest we've ever seen them with fixed rates as low as 3.25% (10 yr term) to 4.25% (30 yr term).

 

If the thought of refinancing your home mortgage has crossed your mind, now is a great time to consider it.  Talk to your mortgage banker to determine if now would be a good time for you.  They can work with you to check your current rate against the market rate.

 

If you don't have a mortgage banker and would like a referral from us, please call 314-469-7007 and ask Karen for a referral.  We don't receive any commission or compensation in any way.  We'd be happy to refer someone we trust to help you decide if it makes sense in your situation. 

Wealth Management

September 1, 2011

Is this the right time? 

As always, we are here to help you make smart choices about your money.

Please don't hesitate to contact us.

About Us
Our objective is to design portfolios using passive asset class funds that maximize investors' returns within their tolerance for risk. Here is what sets us apart:
  • Fee-only investment management
  • A disciplined investment strategy
  • Access to institutional no-load passive asset class funds
  • An academic Nobel Prize winning investment approach
  • Continued access to academic research
  • A tax-efficient focus
  • Valuable tax & estate planning ideas
  • Risk tolerance assessment
  • Periodic portfolio rebalancing
  • Regular communications and state of the art reporting
  • No front or back-end loads, no surrender fees, not locked in
  • Most important...A TRUSTED ADVISOR RELATIONSHIP

We thank you for your trust. Please don't keep us a secret with your family and friends. Introductions and referrals are always appreciated. Wealth Management, LLC, a Registered Investment Advisor, is affiliated with Breneman & Company, PC and offers wealth management and investment advisory services. Wealth Management, LLC is a Nebraska limited liability company.

 

LOGO

Sincerely,

 

Gary L. Breneman, CPA/PFS

Corey D. Breneman, CPA/PFS

 

Investment Advisor Representatives