• Services

  • Getting Started

    How to get started? You'll find the skinny here. Use our documentation checklist below to make sure you have your paperwork in order, assuring a stress free experience. Download our application form and you'll have the information you need to get started.

  • Pre-Qualification

    Get a live Pre-Qualification, performed by me personally. This is totally private and confidential. Before you shop for a house, you can arm yourself with the confidence that you are qualified by a reputable lender. This allows you to get an idea of the relative payments and costs of buying a house for any given loan amount, and it also leverages your negotiating position as a qualified buyer.

  • Refinancing

    Get a thorough Refinance Analysis outlining the true refinancing benefits and breakeven points of refinancing. I can help you determine whether refinancing is really worth it based on your circumstances.

  • Pre-Approval

    Get a bona-fide loan approval prior to making an offer, or even shopping for your new house. We can pre-approve most customers within 24 hours, and usually within just 1 hour! Take out the uncertainty of the approval process before you shop for a home. This is a great stress reliever, and it significantly improves your negotiating leverage.

  • Documentation Checklist

    Use our Documentation Checklist to make sure you have your paperwork in order, assuring a stress-free experience.

    Click on the button below to download the Document Checklist (print version). 

  • Consulting

    I provide consulting advice, or can refer you to an expert in the field, for the following disciplines:

    • Credit counseling
    • Credit repair
    • Personal financial counseling
    • Insurance matters for home, health and life
    • Legal matters for trusts, real estate, business, tax, domestic and litigation
    • Investment advisory services
    • Brokerage services for stocks, bonds and mutual funds
    • Business Brokerage and Valuation services
    • Business accounting and bookkeeping
    • Certified Financial Planners (CFP)
    • Certified Public Accountants (CPA)