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I Am a Financial Planner

Our financial planners, it's very similar to banks. Most financial planning firms don't do mortgages but the majority of their clients are going to need a mortgage at some point in time. So instead of that client just being put on the street to go and find a lender, which a lot of times can be a bank, we act as a resource for these financial planning firms. They refer them to us, and we help them to retain the client so they're not out there being harvested away because most banks are going to be doing financial planning, are going to managing assets like that and investments.

The entire process was a breeze-
I wanted you to know Lindsey and I are very thankful we went thru the process of buying our home with you and your colleagues at Scissortail Financial. The entire process was a breeze from the very beginning. From the communication, gathering and processing of data and the final paperwork at closing, thank you for making what could have been a stressful situation much easier. Being in the financial services industry and a Certified Financial Planner I believe I might have a better grasp than most with financial transactions and ...

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