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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.

Just the way I like it-
After working with Discover Card's mortgage department for 1.5 months to get my home refinanced, the whole deal fell through because of their inability to review my documents correctly when i was trying to qualify for a conventional loan. Greg Freeman reviewed my documents within an hour and knew that he could make the deal work for me. Thirty days later, with him team's great customer service, the deal was done! Just the way I like it! Thank you for being a great lender and friend!

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