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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.

We wanted to thank you for your integrity-
Thank you for all the help with the refinancing of our home. I just want to say how impressed I was with your knowledge of the mortgage industry programs that were available to us. Even though in the end we did not refinance with you, we wanted to thank you for our integrity in the fact that you made us aware that it would be better for us to refinance our home through our current mortgage company because they would be able to transfer our already paid up front PMI on our existing conventional loan. I truly believe that not ...

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