Welcome to Certified Mortgage Planners. We are honored to have 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.

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.

Please select from our talented list of Mortgage Planners below to begin your application. If aren’t sure and are a new client to our family then click here and we will direct you to one of our Mortgage Planners.

If you prefer to print your application please choose from the options below.

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