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Services
As Certified Mortgage Planning SpecialistsTM, we are proud to provide our clients with the most comprehensive platform of residential mortgage finance options in the industry. Our education and training allows us to make sure that each client understands the short and long term impact of their mortgage, and uses our knowledge of tax planning and investment strategies to build wealth through real estate acquisition and financing.
 
We are also proud to offer LifeCycle Planning as part of our services as Certified Mortgage Planning SpecialistsTM with a special emphasis on Divorce Planning.  Our attention to the each individual client's needs makes us a great resource for clients in transition.

Services We Offer

Residential Mortgage Finance
  • widest array of product offering at a great price
  • FHA, Fannie Mae, Freddie Mac, conforming, jumbo, ARMs, fixed rate loans,CHFA, various metro Denver and Boulder City affordable housing programs, first time buyer, down payment assistance
  • Low money down financing options still available for qualifying buyers
  • purchase and refinance loans
  • creative solutions for real estate investors
  • experience helping self employed borrowers
  • a promise to help you choose the best mortgage for your unique situation
Commercial Real Estate Finance
  • a diverse network of banking and private equity investor relationships to help you solve those financing needs we can't offer directly
Education
  • seminars for residential real estate offices & professional groups
  • seminars for commercial real estate offices & professional groups
  • seminars for the general public
  • individual education for all clients
A Robust Referral Network
  • Attorneys for divorce, real estate, estate planning & other needs
  • Realtors for first time buyers, relocation, divorce,  move up, buy & sell & investors
  • Financial advisors for clients of all income levels and risk tolerance
  • Certified Public Accountants for individuals and business owners
  • Home Services professionals including painters, handymen, plumbers, housekeepers, etc.
  • Boulder, Denver, Cherry Creek & Highland neighborhood resources - chiropractic, hair, catering & more
Contact us directly for a specific referral.