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Applying for a mortgage as a business owner? Make it less awful with these tips
Dan Costigan 5/27/26 Dan Costigan 5/27/26

Applying for a mortgage as a business owner? Make it less awful with these tips

Applying for a mortgage as a business owner? Your business is humming but your bank is giving you pushback. These tips can help make the mortgage loan application process smoother and boost your chances of getting an attractive rate.

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Should you be second guessing your advisor's returns?
Dan Costigan 5/6/26 Dan Costigan 5/6/26

Should you be second guessing your advisor's returns?

A helpful checklist to gain more clarity on the what, why and how questions you have for your financial advisor.

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Low Hanging Fruit for Business Owners: 4 Easy Moves to Get Organized & Boost Income
Dan Costigan 4/29/26 Dan Costigan 4/29/26

Low Hanging Fruit for Business Owners: 4 Easy Moves to Get Organized & Boost Income

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Buying cars or equipment for your business? Know these Big 2 Tax Deductions
Dan Costigan 4/15/26 Dan Costigan 4/15/26

Buying cars or equipment for your business? Know these Big 2 Tax Deductions

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Should You File for an Extension on Your Taxes?
Dan Costigan 4/13/26 Dan Costigan 4/13/26

Should You File for an Extension on Your Taxes?

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Email: Dan@twopalmsfinancial.com

Phone: (949) 415-3432

San Clemente, California

Two Palms Financial is a registered investment adviser registered with the State of California. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclaimers for additional important information.

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