Certified Mortgage Planners
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Certified Mortgage Planners is focused on helping our clients build a strong financial position through careful management of equity, the proper use of capital and a dedication to maximizing their rate of return.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 321-795-9103
- Address:
- 2040 Highway A1a Ste 206 Indian Harbour Beach, FL 32937
- Email:
- Link:
- Categories
- Financial Services, Mortgages, Real Estate Loans, Reverse Mortgages, Title & Mortgage Insurance
- Payment Options
- Amenities
- Assisting with home purchases
- Accreditation
Cocoa Beach Regional Chamber of Commerce
Space Coast Association of Realtors
- Associations
- Certified Mortgage Planner Licensed Mortgage Loan Originator' NMLS # 268538
General Info
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.