2-sided / 4c over 4c / trim size: 8.5” x 11”

The Consolidation Analysis Report }

See how consolidating your debt can make a lifechanging difference in your financial future.

Robert DarvishSenior Mortgage Consultant

2-sided / 4c over 4c / trim size: 8.5” x 11”

Within minutes of doing business with your mortgage debt planner, you now can get the real picture of rates and fees that will

have a major, life-changing effect on your retirement and financial independence. With this report, you now can make intelli-

gent decisions on the impact of your debt consolidation loans and how to invest your savings.

Notes - This section will be customized with a personalmessage from your Mortgage Planner.

Current Liabilities – This is your currentdebt structure in an easy to read format.This allows you to take a bird’s-eye view of your current liabilities.

Recommended Debt Structure – This isyour recommended new mortgage loan(s).It calculates the new mortgage loan(s) pay-ing off current debt and freeing up monthlycash giving you additional investmentopportunities for your future.

Proposed Benefits and Savings – This isthe impact of your monthly savings as aresult of this debt consolidation loan(s). It represents your savings monthly, annual-ly, and by percentage of yourincome. It also calculates the impact ofwhat would happen if you applied your new monthly savings towards the principalbalance of your new loan(s).

Term Reduction – This shows you whatwould happen if you applied your newmonthly savings towards the principal bal-ance of your new loan(s). It calculates yourincrease in equity in 5 years, 7.7 years, 10years, and shows when the loan would bepaid off.

Asset Accumulation – This section showsyou how much money you would have if youplaced it in an asset accumulation accountsuch as an annuity, money market fund orwith a financial planner. The interest rateearned is based on past long-term per-formance and can be adjusted.

Tax Benefits – Homeownership has definite tax advantages. This feature will give you an estimate of the monthly savings that taxbenefits can bring you. We advise that you give this information to a tax consultant for an even more accurate picture.

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The Consolidation Analysis Report

Robert DarvishSenior Mortgage Consultant

959 South Coast Dr. Suite 425, Costa Mesa, CA 92626Phone: (714) 384-3000 Cell: (714) 612-6000Fax: (714) 384-3001 Toll Free: (888) 704-3863Email: robertdarvish@platinumlending.com