Mortgage Planning Services

Offering mortgage services is much more than working with a loan officer. Our advisors listen to what you are trying to accomplish, recommend a clear mortgage strategy, and then search for the best possible programs that fit your situation.  We match a loan to your specific situation rather than trying to match you to a loan! We know that saving for a down payment on a home is the most difficult step in the home buying process, which is why we offer various down payment assistance programs to make this step a little easier. We can help you find a down payment or closing cost assistance grant for up to $20k, which doesn’t have to be paid back. In addition, we will help you get the most competitive interest rates and provide education on FHA, VA, and conventional mortgage loan options.

Coming from a comprehensive planning background, we view loans a little differently.  We take into account all of your finances when deciding what type of loan works for you and define a clear strategy with your mortgage.  Most people secure a mortgage loan without considering the rest of their financial plan, which is a big mistake that can cost you hundreds of thousands of dollars over the life of a loan. Your mortgage is a major part of your financial plan and should be considered as such to ensure that all of your financial pieces fit together properly.

If you’re ready to work with a professional, we encourage you to request a free, no obligation consultation to review your current mortgage strategy to make sure you are in the right type of loan. Simply submit your information and a representative will contact you to schedule an appointment.

1st Rate Home Mortgages Inc. provides Mortgage Planning. This entity is not owned or legally affiliated with Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic.  

Mortgage License: NMLS 37411