Unlike most wealth management firms, we believe that your home and the financing structure of it is so critical to your financial life that we integrate the ability for our clients to obtain purchase and refinance loans directly through The Affinity Group.  We are a licensed mortgage loan officer and partner with several lenders to facilitate the mortgage process.

 

The structure of the mortgage should be incorporated into each persons overall savings, investment, and financial-planning goals……we don’t believe going to a unrelated broker and treating this important event “transactionally” results in the best overall outcomes.