About Us
We launched “Bequest a Nest” as a way for couples to start building their nest egg for their home purchase. We know that many couples want nothing more than their own home – and with low prices and interest rates making affordable housing a possibility for more people than ever, we saw that as a “silver lining” to this cloud that has been hovering over the Arizona Real Estate market. Furthermore, we saw that so many parents, grandparents, friends and family are already generously helping newlyweds get their homes so we knew that they would appreciate a more structured way to bequest that gift.
Many other services providing a bridal account like this charge a fee or take a percentage of every contribution made to the couple’s fund. In fact, a 5-15% transaction fee is common for this type of service! That’s not fair! Our goal was to find a way to provide this service for free and at the same time ensure that we partner with firms that can provide solid advice in the realms of lending, real estate, financial planning, credit repair, legal & tax advice.
In a perfect world a program like ours could take a “cookie-cutter” approach and try to apply the same home-buying principles to every couple. But that’s not the world we live in. Given today’s economic landscape we realize that couples might have more complex situations. We know that each person’s financial situation is unique and when two people get married, they are in fact marrying their credit history as well. The vast majority of the time it’s not as simple as opening a PayPal account, accepting gift funds and assuming everything is going to proceed swimmingly. That’s why we take a team approach to the “Bequest A Nest” program and refer appropriate resources every step of the way – whether it’s through education or our partnerships.