Your Home as an Asset

For many people, their home is their most valuable asset. But how much home do you really need? Retirement Pathways can help you decide how much home value should be tied up in your portfolio as part of your overall asset allocation strategy.

Also, if you’re buying or refinancing, we can help you determine the type of home loan that best fits your long-term savings goals and optimizes your monthly expenses. Properly financing your home provides an excellent opportunity to build wealth.

We can provide guidance by helping you review loan and insurance documents. We can help you ask the right questions that may save you money and determine the appropriate coverage for your situation.

Additional reading: Home Loan Learning Center


Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.