Why you need a financial planner: Team Kerr talks to Engrace Financial Solutions’ Taayla Mark

  • If you have a house, you should have mortgage insurance  – and the best way to do it is through a financial planner. By going through a planner you can beat the banks and get a more personalized plan that can actually save you money!

    In this video, Matt Kerr talks to Taayla Mark of Engrace Financial Solutions about why a financial planner is so important in the process of getting mortgage insurance. With a financial planner, your insurance is more affordable than what you would get at a bank. You will also have much more control over your mortgage policy since you can communicate one-on-one with your planner, and they can customize the policy to fit your life and goals. If you own multiple properties, a financial planner can also help you consolidate the mortgage, which could help you save money in the long run.

    Taayla Mark is a longtime friend of Team Kerr, and is the Founder of Engrace Financial Solutions.  Her business is build around the idea of prioritizing the needs of her clients. Taayla has over a decade in financial advising, and has all the ceritifcations to prove it: she is a Certified Financial Planner (CFP), a Certified Health Insurance Specialist (CHS), and has aChartered Life Underwriter (CLU) designation.

    With Engrace, Taayla aims to help you build a strong financial base that lasts for generations. She will work with clients to achieve their goals of wealth accumulation, estate planning, tax minimization and supporting good works and community. She is also committed to developing strategies that work for everyone:  young, old, retirees and new families.

    If you have questions or you would like to get in touch with Taayla Mark, contact us today.