Downsizing to a Smaller Home

Downsizing to a smaller home can be the right option in many cases–financially and for your lifestyle.

First Preferred Mortgage Company stands by our promise to provide you with the tools you need to ensure you are armed with confidence in this decision.

We will offer the services of one of our seasoned Certified Financial Planner partners. When downsizing, there may be special tax considerations to understand. Also, you will need a comprehensive strategy for how to invest the funds from the sale of your home.

From there, we will help you to determine the mortgage needs for your new home. We work closely with our financial planning partners to determine the appropriate structure is in place that will benefit you.

If you are thinking about downsizing, our home loan experts are here to help. Call us at 1-800-700-5839 or email us at downsizing@firstpreferred.com