Mature Market Value:
Wealth Preservation

When associations reach about 20 years old, board members face the large capital projects. Some with the money to pay for them; some without. COMMUNITY ADVANTAGE can help in many ways. For all associations, we provide valuable resources to professionals who have successfully completed similar projects. Whether it is a roof replacement, pool repair, elevator upgrade, or a window project we have information to help you in this process. We also work with the board to investigate various financial plans including Special Assessment financing. We look at the entire financial picture, not just this year’s budget. Making reliable assumptions about the future is a key attribute of a quality long-term plan.

Working with COMMUNITY ADVANTAGE, Mature Market Value Associations will make the necessary adjustments to follow the right course toward wealth preservation based on their financial goals. Services designed for these associations include:

• Financial plan review and adjustment
• Long Term Budget planning
• Investment management, including structured maturities and Max Safe Reserve
• Various Financing Options for Capital Projects including Lines of Credit and Amortizing Loans
• Unit Owner services including Home equity lines of credit, mortgage refinance, and personal loans for reducing the cost of association debt
• Credit Card Collection of Special Assessments
• Reserve Investment Services
• The Advantage Plus Account

For more information, call our Trusted Industry Experts at (847) 304-5940 or email service@communityadvantage.com.