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Specialties
Mortgage Planning — The mortgage is likely the largest debt in a families financial plan. We work with our clients to integrate their mortgage (s) into that plan to minimized the costs and maximize the effectiveness. We work with the client’s other financial professionals to make sure everything is getting the end result the client desires.
Our specialty is getting the job done to meet or exceed the needs of the sales contract at the best rate for the client’s credit status.
Meet the Business Owner
David W.
Business Owner
David has been with Diversified since his entry into the business in 2000. He achieved the status, through training and testing, the designation of Certified Mortgage Planning Specialist in 2005, Certified Mortgage Planner in 2006 and Certified Mortgage Coach in 2010. He is also a Certified Divorce Planning Professional since 2008. As a Divorce Financial Planner he helps his divorcing clients understand the process and terms of the divorce as well as help them budget for the divorce financial plan.