Welcome to the new model of Mortgage Planning…
Our talented team of mortgage planning professionals help our clients successfully manage their home equity to realize their short- and long-term financial goals by maximizing rate of return, tax deductions, and overall liquidity, while also addressing payment and equity objectives. Unlike a traditional 'loan officer', our team takes an active role in helping our clients choose the loan program that best suits their overall financial and investment plans.
When do you need a Mortgage Planner? Before you buy your first home, as you grow into a larger home, or downsize as the children move away, as you plan your retirement, and all the times in between. Mortgage planning goes far beyond 'the closing,' because Steve and his team build life-long relationships with the clients they serve. That personal touch means you'll never have to worry about market changes and trends, Steve and his team are there to keep you informed.
Home and Loan Search Made Easy
We've partnered with the most powerful home search engine in the business. Feel free to use the below links to learn more about search tools for finding the right property and easily contact your Real Estate Agent to find the home of your dreams.
Click on the Scouting Report button below to search for a property or use the Smart Search button to find recent home sales in your area