Help U Invest

Lorisa M. McKelvey, Mortgage Planner

451 Washington Street Monterey, CA 93940

(831) 645-1160 Off

(831) 643-1161 Fax

(831) 578-2743 Cell

(831) 359-4135 Dir Fax

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If you have highly appreciated assets or high-net worth, I have investment opportunities exclusively for you:

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Wellness Revolution:

Lorisa M. McKelvey, CMPS®

Certified Mortgage Planning Specialist

"During these historic financial times, it is imperative that you seek real estate financing advice from someone who can guide you in the right direction. Someone you can trust to be professional, competent, and always put your financial goals first."

If you are an accredited investor or have highly appreciated assets...Are you earning the rate of return needed to meet your goals?

If not, I may be able to help. If you answer YES to any of the following, you may be considered to be an accredited investor:

In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars or have made at least $200,000 each year for the last two years ($300,000 with his or her spouse if married) and have the expectation to make the same amount this year. This rule came into effect in 1933 by way of the Securities Act of 1933.

"The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:

a bank, insurance company, registered investment company, business development company, or small business investment company;
an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
a charitable organization, corporation, or partnership with assets exceeding $5 million;
a director, executive officer, or general partner of the company selling the securities;
a business in which all the equity owners are accredited investors;
a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase;
a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes."^[1]

YES! I meet the qualifications as an accredited investor and want more information:

I have highly-appreciated assets and want to learn more about increasing my bottom line:

For a planning session:

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