PERSONAL FINANCIAL PLANNING SOLUTIONS
Liability management is the development of credit strategies that seek to strike a balance between short-term cash needs and long-term investments. You may have different financing needs over time depending on where you are in your life cycle. For example, you may want to move to a bigger house or purchase a second home, or you may need capital to start a new business or finance a short-term goal.
Occams liability management services include:
- Personal Lines of Credit
- Mortgage Loans-Fixed, Variable and Interest only
- Home Equity Loans
- Securities Based Lending
- Margin Lending
- Business Loans
- Structured Lending
- Restricted Stock Financing
Need financing? We can help.