I have been in the industry as a banker, broker, and a combination of the two, both as an originator and Branch Manager.
My services are all based on the Mortgage Planning ethos, and I enjoy learning more so I can always have the latest and best information for my clients.
I specialize in:
-Purchase Money Loans
-Refinance Loans
-Equity Repositioning
-Liability Audit
-Total Cost
We can plot out Asset accumulation OR mortgage acceleration and compare the effects to your net worth all on one easy to read report-
We work with many professionals but most noteably with:
Realtors
Financial PLanners
CPA's
Attorneys
Insurance Agents