Testimonials:

I want to say thank you again for your help in making it possible for me to buy my new home. It was a great pleasure working with you!

- Marguerite DeLoatch
Homeowner

Thank you so very much for all of your hard work in helping us become home owners. Your work ethic and dedication made us proud homeowners. We thank you for helping make this a pleasant experience!

- James & Crystal Keefer
Homeowners

I wanted to take a moment to express my thanks to you for your extreme professionalism…Lenders such as you are few and far between. I have seen your work from both sides. On the personal loans that you have made me, the transactions have always gone smooth and without undo stress or snags. You do, without question, a very professional job!

- Phillip Shell
Broker Associate

I would like to take this opportunity to highly recommend your services. I have worked with you over the years in different capacities and your knowledge and experience in this industry surpasses most. The level of service was excellent and I was so confident in your ability that I referred you to my own family and friends! Your expertise has proven to be an invaluable asset to all of us. If anyone is looking for someone that will continually provide honest old fashioned customer service, combined with years of experience and the most up to date technology, stop looking right now and call Steve. You will not be disappointed!

- Christine Malara
Escrow Officer

Welcome to the new model of Mortgage Planning…

Our talented team of mortgage planning professionals help our clients successfully manage their home equity to realize their short– and long-term financial goals by maximizing rate of return, tax deductions, and overall liquidity, while also addressing payment and equity objectives. Unlike a traditional ‘loan officer’, our team takes an active role in helping our clients choose the loan program that best suits their overall financial and investment plans.

When do you need a Mortgage Planner? Before you buy your first home, as you grow into a larger home, or downsize as the children move away, as you plan your retirement, and all the times in between. Mortgage planning goes far beyond ‘the closing,’ because Steve and his team build life-long relationships with the clients they serve. That personal touch means you’ll never have to worry about market changes and trends, Steve and his team are there to keep you informed.

Just looking? Just do it online…

Give me a call and we’ll get you started on your personalized Home Buyers Scouting Report. It’s free, it’s fun, It’s armchair shopping at it’s finest. Find your next home from the comfort of your computer!