Financial Professionals
Mortgage planning for the liability side of the balance sheet.
Case studies and planning frameworks built for financial advisors who want to protect AUM, improve client outcomes, and coordinate major real estate decisions before money moves.
These examples are planning conversations, not one-size-fits-all recommendations. Each strategy depends on the client, property, tax situation, and financing available.
Case Study Library
See how the right financing structure can change the outcome.
Open any case study for the full scenario, structure, result, advisor takeaway, and disclosure.
Portfolio Preserved. AUM Retained.
A home purchase was completed without liquidating the managed portfolio.
Bought First. Sold on Their Terms.
Bridge financing helped a couple buy before selling while keeping managed assets invested.
$1.74M Deferred. $0 at Closing.
Coordinated planning changed the tax outcome before a high-gain property sale closed.
$4.19M More. Same Capital.
An illustrative 10-year comparison of leverage versus liquidating managed assets to pay cash.
6.71% IRR. Thin Margin. Review Annually.
A 10-year IRR model turned a real estate holding into an annual advisor review conversation.
Portfolio Intact. Retirement Secure.
A HECM line of credit was modeled as a buffer asset during an early-retirement downturn.
Three Paths Forward.
A framework for a highly appreciated California primary residence with major embedded gain.
Partner With Mission Pacific
Book a Partner Call
Use the space below for your GoHighLevel partner call form.
Bring one client scenario.
Start with the balance sheet, the property, and the timing. Then model the liability decision before assets move.
ABOUT US
Robert Boladian
NMLS: #14241
NMLS #1786785
EMAIL: [email protected]
ADDRESS: 2888 Loker Avenue East, Suite 110, Carlsbad, CA 92010
Office #: (760) 438-4111
Cell Phone #: (760) 828-7444
COMPANY
LEGAL
FOLLOW US
Copyright 2026. Mission Pacific Mortgage. All Rights Reserved.