Mortgage Planning

We are Certified Mortgage Planning Specialists (CMPS). This means we help clients successfully manage their equity to increase their liquidity, rate of return, and tax deductions. Unlike traditional loan officers, our role is to help clients integrate their loan into both their long and short-term financial and investment goals.

A Mortgage Planner is an expert in the areas of financial market and interest rate analysis, cash flow management and real estate equity management. Whether you are a business owner with a complex financial picture or one who requires assistance in budgeting and improving credit scores; we will be able to assist you in achieving your financial goals. As mortgage planning specialists, our service and ability greatly exceed that of a conventional loan officer.