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| Mike Senn |
317.727.7588 |
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EXCEEDING EXPECTATIONS. Client Focused Services As a client you are entitled to receive more...more options, resources and personalized attention that come standard in our relationship. With access to some of the nation's top industry connections I am confident that I can smoothly guide the first time homebuyer and satisfy the market savvy and high net worth individual.
Portfolio Access.
- Anytime direct access, email, and personal mobile access.
Portfolio Pricing.
- Clients are provided courtesy pricing for services rendered.
Portfolio Service Provider Attention. - Flexible Real Estate Representation ( Buyer Agent / Listing Agent )
- Discounted Title and Closing Fees ( Purchase or Refinance )
- Honest Appraisal Results
Portfolio Flexibility & Convenience.
- In-Office / In-Home Appointments
- Client Document Copy & Courier Services
- "In Reach" BlackBerry® Advisor Mobile Access.
Portfolio Advisor Briefings.
- Accountant & Attorney briefings ( If requested )
- Semi-annual market comparisons, reviews and product evaluations
- Property walk-throughs and lending evaluations
- Long term plan forecasting and future needs implementation
Special Outside Connections.
- Insurance Services ( Home, Auto, Umbrella, Boat, Multi-Policy Discounts )
- Financial Planning Services ( Life, Disability, Mutual Funds, 401K, IRA )
- Custom Builders & Designers
- Private Banking Relationships
- Accounting Services
- Legal Advisory Services
EQUAL OPPORTUNITY STATEMENT: All clients and borrowers are welcome. All credit grades, income levels and loan amounts are encouraged to participate in the Private Portfolio program.
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All Rights Reserved. 2009
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