I am a mortgage planner with over five years of experience in the mortgage industry. I help my clients successfully manage their home equity to increase liquidity, safety, and their rate of return. Unlike a traditional loan officer, my role is to help my clients integrate the loan that they select into their overall long and short term financial and investment plan to help minimize taxes, improve cash flow, and minimize interest expense.
Please see my blog for current mortgage market conditions as well as developments in the mortgage market (with a small interjection of sports and pop culture mixed in):
I am a professional mortgage planner.