Welcome Financial Professionals!
It is important to us that our clients view their mortgage as just one piece of their larger financial picture, and we love to hear, "yes, I'm working with a Financial Planner." Our Mortgage Analysis Planning approach to Real Estate lending sets us apart from other, more transactional lending institutions and loan officers, and our team-minded approach to working with a mutual client keeps you, the financial advisor, involved. Whether refinancing to consolidate debt, as part of a college funding plan or to get away from mortgage insurance, we've seen it, worked with it, and have the experience needed to help clients make healthy long term debt management decisions.
We don't believe in refinancing for the sake of completing a transaction. If the numbers don't make sense for the borrower's benefit, we'll say so, and explain why. If a refinance does make sense, we'll highlight the available options and compare the benefits and challenges of each, so our client is making their decision with clarity and confidence.