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Your Personal Mortgage Planner-old

We are here to build "Clients for life"

Since nearly 100% of our business comes from referrals, our top priority is to provide superior advice and service  -  service that makes it easy for our clients to recommend us to their family, friends, and neighbors. We know that our future really depends on the loyalty and heartfelt endorsement of our clients. After all, the average client purchases seven homes during the course of their lifetime! Our goal is to serve all your mortgage financing needs so that we continue to be "Your Personal Mortgage Planner." We can also help if you need a referral to a good Financial Planner, Accountant, Attorney, Insurance Agent, or Realtor.

Today, I see a mortgage, more than ever, not as a mortgage loan once was, but instead as a financial planning instrument that must be integrated into your personal financial plan. My goal is to help you create a mortgage strategy that will change your life and build wealth for you and your family.

Our Personal Mortgage Conceirge services include:

  • Personalized Mortgage Plan
  • Debt and Strategic Equity management
  • Weekly Loan Status calls to Clients & Realtor Partners
  • Annual Mortgage Review
  • Interest Rate Watch Reports
  • Referrals to other Financial Professionals (Realtors, CPA's, Financial Planners, Estate Attorneys, and Insurance Agents)