Common Questions

Answers To The Questions We Hear Most

If you don’t see your question below, reach out anytime — we love a good conversation about life insurance, real estate, or mortgages.

How much does a consultation cost?

Consultations are free. No fees, no obligation, no pressure to sign up for anything.

Do you only serve clients in Washington?

Our real estate services are focused on Whidbey Island and the greater Pacific Northwest, but our life insurance and mortgage partners are licensed nationally. We can serve clients across most of the U.S.

What kinds of life insurance do you offer?

Through Kinfolk Financials we offer Term Life, Whole Life, Universal Life, and Final Expense coverage. We’ll help you compare and pick what fits your stage of life and budget.

How long does it take to get a life insurance quote?

Most people are quoted and approved within 30 minutes. Some products require a follow-up medical questionnaire that can extend the timeline a few days.

What mortgage loan programs are available?

Through Ivory Legacy Mortgage and NEXA Mortgage we offer Conventional, FHA, VA, USDA, Jumbo, and refinance products. As a Navy veteran, James has deep experience with VA loans for active-duty and retired military.

I’m a first-time homebuyer. Where do I start?

Start with a free consultation. We’ll explain the full process, run a pre-approval, and connect you with the right real estate partner so you can shop with confidence.

Can you help me bundle real estate, mortgage, and life insurance together?

Yes — that’s one of the things we’re best at. Working all three pillars together keeps everything aligned and saves you from juggling separate professionals who don’t talk to each other.

How do I get in touch outside business hours?

Call or text 360-672-7075 anytime. We respond around the clock, including evenings and weekends.

Didn’t Find Your Answer?

We’re happy to talk through anything that’s on your mind. Schedule a free consultation or call us directly.

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