Annual Mortgage Review

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Annual Mortgage Review
Which of the following goals are most important to you (5 being the most important)?
Building your net worth/Achieving financial freedom
Having your mortgage paid off when you retire
Achieving liquidity
Moving into a larger home
Maximizing current and future tax deductions
Saving money to send your kids to college
On a scale of 1-5 (5 being the best), please rate your existing:
Financial Planner
Insurance Agent
Estate Planning Professional
What would you like your mortgage to accomplish right now?