Financing Advisors
High Net Worth Clientele Funding Processes Loan Strategies Lowest Interest Rates for Luxury Homes
This is the Service You Expect
When it comes to arranging lending terms for high-net-worth borrowers, the experienced team at One Million Dollar Plus (1M$+) understands complex personal financial landscapes and how to translate assets into terms for traditional lenders.
1M$+ proudly serves clients throughout the world. Our financial counselors work with affluent business people, families and individuals ensuring private real estate and credit planning goals are met. We find the lowest interest rates and best possible terms for funding goals. On your behalf, we supervise the lender throughout the process so the terms and fine print of a loan meet your needs and are commensurate with your status as a high-net-worth borrower.
This is the service you expect. It’s what we deliver.
Our Expertise
- Financial counsel
- Strategy and planning
- Documentation review and preparation
- Lender compliance and supervision
- Identifying funding goals
- Securing access to low rates
- Jumbo and mega-jumbo mortgages
- Private bank evaluation
Client Experiences
Case Study #1
Celebrity; interest rate reduction
Result
Replaced a mortgage that was more than double the interest rate, slashing cash outflow by more than $20,000 a month.
Case details
Case Study #2
Simultaneous residential refinances for a high-net-worth client; recent divorce
Result
1M$+'s long-term relationship with a private bank assuaged the lender’s risk concerns.
Case details
Case Study #3
Multimillion-dollar purchase approved based on future assets
Result
Clients were pleased they qualified for $6MM Montecito estate and were grateful for the lowest interest rate at the time; 1.875% on a 10/1 amortized loan product.
Case details
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with Ira Meltzer.
with Ira Meltzer.