TESTIMONIALS
“After 10 years of being scared to purchase a home, I finally took the dive. Being a military veteran, I always thought USAA or Navy Federal would be my best options for rates and veteran services. After speaking to Brett (who is an Air Force vet), I was pleasantly surprised that there is an entire world beyond those doors. Brett educated me on the market, analyzed my financial situation, and provided me the best path for saving money in my home purchase. I just closed on my property last week and his recommendations saved me $11,500 in closing and A LOT more in the sale price negotiation process! I am very thankful for everything he's done. This was a major life event and using his homebuyer package was the way to go. Brett is a professional who will have your financial interest at heart and someone who will fight to get you the best deal. Thank you from the Krauz Family!”
— Erich Krauz — AF Veteran
“I worked with Brett on a VA assumption loan. Originally, the property wasn’t even listed on the market as an assumable loan but he found it and shared it with me. We were able to negotiate a quick sale with the assumable rate of 2.23% saving the buyer thousands of dollars and years of the loan compared to over 6.5% 30 year fixed mortgages offered at that time. He also, managed both the buyer and seller assumption paperwork to make the transaction as painless as possible to all parties.”
— Ange (realtor)
“Brett provided me with financial information and home buying steps that I never knew which led me to buy my second home. He is friendly and just genuinely wants to help others. I wouldn't have bought my home if it wasn't for him.”
— Claudia W. — Retired AF Veteran
“I reached out to Brett for guidance on my finances after my divorce. I was struggling to make ends meet, was living paycheck to paycheck, and juggling credit card payments. As a Lifestyle client, he not only helped me regain financial stability but also provided support in many other areas of my life. He guided me through the process of disputing inaccurate collection accounts, which were successfully removed from my credit report. He also reviewed & provided feedback on my resume, helped me gain confidence in my qualifications during my job search, and offered invaluable insights as I navigated salary negotiations.”
“Thanks to his expert advice and the lifestyle changes recommended, I went from being over $30K in debt to building a net worth of more than $100K. His caring yet unbiased approach to both life and finance is unlike anything I’ve ever experienced. Words cannot fully express the impact he has had on my life. Brett consistently goes above and beyond, exceeding expectations, and I look forward to continuing to work with him as I set new goals and pursue even greater financial success.”
K. Lopez; California
Lifestyle Client