Todd Swanson
Certified Liability Advisor Licensed in Al,ar, Az,ca, Co,fl, Hi,ks, Mi,ms, Nm,pa, or,tn, Tx,wa, & Wy at Swanson Lending
Based in San Diego, United States
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Seniority
Other
Department
Other
Location
San Diego
Industry
Real Estate
Company size
3
Contact information
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t•••••••@swansonlending.com
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Background
About Todd Swanson
As a veteran of the US Marine Corp & the Branch Manager at C2 Financial Corp - I have helped over 400 families with mortgage loans in the last 2 years. I work with veterans, armed service professionals, real estate investors, 1st time home buyers & those seeking to buy or refinance a home. A mortgage is a financial tool that I believe should be woven into every client's long & short-term financial plan thereby putting a debt strategy in place that creates wealth over time. ABOUT US: My team & I assist homeowners with the management of the liability side of their balance sheet. We take a comprehensive view of all the client’s debts & seek to optimize how they are structured in order to enhance their ability create & preserve investable assets, fund the appropriate insurance policies, structure their estate, & implement their tax plan. We can even structure a mortgage to assist a client with funding a child’s college education. Our Values: GENEROUS give more than is strictly necessary or expected TRUSTWORTHY able to be relied on as honest or truthful; operate with integrity EMPATHETIC showing the ability to understand the feelings of another THRIFTY use money and other resources carefully and not wastefully LEADERSHIP help others reach their full potential ANSWERABLE be responsible for your actions GRATEFUL demonstrate appreciation KAIZEN continuous improvement in self and systems Our ideal client is someone seeking advice because, consciously or unconsciously, they recognize that a mortgage is more than just a loan. It can help them to save more for retirement, pay less in taxes, manage their cash flow & reduce their financial stress SERVICES: Pre-Qualifications Pre-Approvals Loan Applications Buyer Consultations Interest Rate Lock Refinancing Reverse Mortgages HOME LOANS: FHA VA Fixed Rate & Adjustable Rate Jumbo Specialty Home Loans VETERANS: Discounts for Veterans VA Home Loans VA Approved Condo Lists Guide to VA Loans REFINANCING: Lower Monthly Payments Cash Out Refinancing Debt Consolidation Building Equity MY BACKGROUND: I enjoy spending time skiing, & RV trips with my family as well as weight lifting, playing soccer & fitness Let's talk about your home financing goals today.(619) 226-3234 Todd@swansonlending.com C2 Financial Corp. AZ 0919209, CA 01821025, FL MBR3519, MI DIFS# FL0023565, SR0023566HI HI-135622, OR ML-4917, TX 136522, WA MB-135622.
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