Nationwide Direct Lender with over 340 locations.
What we do as Mortgage Planners is very different from what typical banks, loan officers or mortgage brokers do. We take a financial planning approach to lending by using a mortgage to create asset and debt strategies that integrate into a client’s long and short term financial goals. Our strategies involve asset accumulation, early retirement, pre-funding education, early free & clear status … even vacations.
Our “Fresh Start” approval allows clients with damaged credit to start saving, repair FICO scores or even avoid bankruptcy/foreclosure.
We have also created a “Wealth Team” of top industry professionals to offer services that compliment residential lending. Our ‘Wealth Team” consists of: CPA’s, Financial Planners, Realtors, Builders, Accountants, Attorneys, and many other home service providers such as plumbers, flooring, landscaping, pool services and more! Simply put, we help our clients save more,earn more and own more, while adding value added services above and beyond your expectation. It’s truly life changing for our clients.
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