Lending Strategies

Lending Strategies

Your Family Office Lending Specialist will collaborate with your Financial Advisor to identify financing options to reduce or eliminate debt and increase your net worth. If you take on debt, we will help you use it strategically to accomplish your objectives.  Giving our clients the opportunity to have freedom from the burden of debt is the ultimate goal for our Family Office Lending Specialists.  

As part of the holistic approach, our specialists will work with your Financial Advisor to manage your debt and align the obligations with your financial goals.

*Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate and are not FDIC Insured. Tax services provided by Hantz Tax & Business, LLC, and Hantz Ewald, LLC. Trust services provided by Hantz Trust. Legal services provided by outside legal counsel. Mortgage services provided through Hantz Financial, a Michigan licensed mortgage broker/lender, NMLS ID 167864.

*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

Check the background of this firm on FINRA’s BrokerCheck