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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.

Ideal option for anyone needing to finance a home.-
Greg, just wanted to thank you for the excellent job you and your staff have done on processing our home mortgage. From the very beginning stages, we have been extremely happy with the professional, knowledgeable way in which the process has been handled up to our successful closing today. We would like to especially recognize Heather Westemeir for her professional, diligent efforts in completing our mortgage. She was very thorough and kept in daily contact to make sure all necessary steps were taken to allow our process to ...

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