Welcome to Certified Mortgage Planners. We are honored to have you. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy.
We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense.
As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.
The decisions you make today are going to determine how you live tomorrow. What better way to start than with a sound financial plan. Please select from our talented list of Mortgage Planners below to begin your application.
Select Your Mortgage Planner
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT - To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents