About Us
What We Do
We are honored to serve you. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy.
We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense.
“Carolyn was the most caring and helpful lender I have ever worked with. She went above and beyond to make my purchase go through and I would highly recommend her to anyone looking for a loan.”
– Alexander –
As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.
The decisions you make today are going to determine how you live tomorrow. What better way to start than with a sound financial plan.
Loan Program Highlights
Conventional
More financing options
Good credit
All occupancy types
VA
Zero down payment
Low payments
Limited to Veterans
No mortgage insurance
USDA
Zero down payment
Low payments
Good credit
Limited to rural areas
FHA
Low Payment
Low credit score options
Easier to qualify
Private Money
No prepayment policy
Suitable for low credit scores
Bank Statement
Owner occupied
Second home
Investment
Self-employed individuals
NONI
No income documents
No debt-to-income
Foreign National
Investment loan for non-citizens