About Us

As professional mortgage planners, we are here to assist you with using your mortgage as a tool that would achieve your both short and long-term financial goals and eventually lead you to the creation of wealth.


BRE# 01247595, NMLS# 365504




After the close of the transaction, you become a “Platinum Client”; we manage your mortgage by proving you with our periodic reports such as:

  • RateWatch Reports Example
  • Equity Management & Repositioning Review Reports



Throughout this process, the mortgage planners can adjust their recommendations, if needed, as your life changes. Most often, it involves periodic assessment of:

  • Your fluctuating cash flow needs
  • Changing market interest rates, and mortgage strategies
  • Income & career alterations
  • Family size changes, retirement planning, college savings, and care of elderly
  • Your real estate investment performances