We are Mortgage Advisors

Unlike all the other Loan Officers out there that only help you create a mortgage, as Mortgage Advisors we are trained to create the perfect loan strategy for you. That doesn’t necessarily mean the lowest interest rate or the lowest payment. Rather, it means creating a loan that fits with your current retirement planning so you are able to accomplish all your goals as soon as possible.

Our comprehensive intake process ensures all the right questions are asked so we can then help you create the perfect strategy. We will present multiple options to you and explain the pros and cons and assist you in selecting the loan which is the best fit for you and your family. At that point, the “Mortgage Advising” becomes even more important. We will call all your other trusted advisors (Financial Advisor, CPA, Estate Attorney and Insurance Agent) to make sure everyone agrees with the loan strategy we are suggesting. By creating this team of advisors, you can be sure everyone has your best interest at the top of their priority.