Recommended Professionals
Martin Wilson Realty One Group
Mission Viejo – Laguna Niguel
(949) 244-8753
Dave Feldberg
Coastal Group OC
3419 Via Lido #320
Newport Beach 949 371-8006
Cell #949 439-6288
Email: david@coastalgroupoc.com
Kory Jackson
Keller Williams
8939 S. Sepulveda Blvd Suite 500
Los Angeles
310-256-3040 office
310-717-3720 cell
Joan Williams, RTRP, CTEC
UNITED TAX SERVICE
2050 W. Chapman Ave. #216
Orange, California 92868
(949) 464-8776 office
(714) 366-2562 direct
(714) 242-9728 e-fax
Shawn McElderry
Financial Advisor/CEO
Monarch Wealth & Retirement Strategies
(818) 370-9046 mobile
(855) 529-4015 toll-free
(866) 329-6977 fax
shawn.mcelderry@monarchwealth.com
Why Cash Flow Matters More Than Tax Returns: Understanding P&L and Bank Statement Loans for Luxury Properties
High-net-worth buyers in Southern California know that securing a luxury home in Beverly Hills, Laguna Niguel, or Palm Desert often requires flexibility that they simply can't find in traditional mortgages. One of the biggest hurdles for entrepreneurs and...
How to Close Fast on a Luxury Home When Traditional Underwriting Would Slow You Down
For luxury homebuyers in Southern California — whether in Beverly Hills, Newport Beach, Laguna Niguel, or Palm Desert — we know that sometimes timing is everything. In a competitive market, waiting weeks or months for traditional underwriting can mean losing your...
Bank Statement Loans Explained: A Mortgage Solution for Entrepreneurs & Freelancers
If you’re self-employed, a freelancer, or a business owner in California, you’ve probably discovered that getting a mortgage isn’t going to be easy. Traditionally, lenders rely on W-2 income and tax returns, which often don’t reflect your true earnings after...
The Best Mortgage Options for Self-Employed Buyers in California
For many entrepreneurs, freelancers, and business owners, achieving the dream of homeownership can feel more complicated than it should. We know because we work with self-employed borrowers every day who are frustrated by the hurdles between them and homeownership....
Why Is It Hard for Self-Employed to Get a Mortgage? (And the Easiest Mortgage Options for Self-Employed Borrowers in Southern California)
If you’re self-employed and have tried applying for a home loan, you’ve probably asked yourself (either in curiosity or frustration): why is it hard for self-employed borrowers to get a mortgage? Many successful entrepreneurs, freelancers, and small business owners...