Rob (Mortgage Planner)

Using your mortgage to create wealth instead of debt In today's complex world of mortgage financing, the options are almost countless. Our Mortgage Planning approach is designed to help our clients focus on the benefits and opportunities that exist within their mortgage, and how a properly structured mortgage can compliment their overall financial plan to maximize key elements such as Safety of Principal, Liquidity and Tax Benefit. We pride ourselves in offering the highest level of customer service, and appreciate the opportunity to earn your business for life. That is the Mortgage Planning Difference. We educate our clients to invest in themselves An informed client is the best client, and our mortgage professionals understand that no two situations are the same. However, often times in our business recommendations are made before carefully considering specific factors such as family,employment, education, retirement goals, etc. Conducting a personal consultation with each client allows us to examine how these very important elements should integrate into a Mortgage Plan. Only then can we custom structure a program that is truly in your best interest, and allows you to maximize what is likely one of your biggest assets, your home.Bye the way, I flew on this H-53 Helicopter for 4 yrs! Go Navy!