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.