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Conforming, Jumbo, Porfolio loans, VA Loans, FHA Loans, Government loans. All Purchase and refinance services in California.
Specializing in The Home Equity Accumulator Account and the Home Ownership Accelerator Loan
Certified Mortgage Planners are not loan agents. Mortgage Planners work very hard to design a mortgage plan that will properly work with your financial and retirement plans. A home loan is a financial tool and should be used as such.
We provide Mortgage Planning Services for most of the continental United States. Our local area of service include: Temecula, Murrieta, San Marcos, Escondido, Oceanside or Fallbook, Menifee, Lake Elsinore, Canyon Lake, Hemet. Riverside, Corona and sorrounding areas.
The right mortgage planner can save your family tens or even hundreds of thousands of dollars over their lifetime.
Becoming the "Bank Of You" and periodically harvesting or repositioning equity to increase Safety, Liquidity, and Rate of Return is important to creating wealth. this process is called Asset Optimization
Weather you own one home or invest in multiple properties as a real estate investor, the benefits from using the right professional is absolutely undeniable.
It’s still rather unbelievable that people still choose mortgage advice over the phone from inexperienced but smooth talking order takers. Why would anyone want to roll the dice every time they finance, refinance or purchase a property by using different people every time. Wealthy people don’t go to H&R Block for their tax advice, why would you go to Costco for an asset and liability advisor?
The right mortgage planner will provide advice in many different areas of real estate finance:
And here’s the best part:
The right mortgage planner doesn’t cost any more than using an order taking loan agent.