Todd Flesner Becomes Certified Mortgage Advisor

Because so many people are concerned about the credibility of the mortgage market, Todd Flesner recently attended a three day long training seminar in San Diego, CA

“A home is the largest investment that most Americans make in their lifetimes,” explains Todd Flesner, a Mortgage Broker with Stern Mortgage Company, based in Palo Alto, CA.  “But because few people have been taught how incorporate that debt structure into their overall financial goals, the benefits of that home--as well as its appreciation--have gone largely untapped. With the mortgage planning strategies presented at the Strategic Equity Summit, we are in an even better position to help the borrower. By utilizing proven strategies that take into account borrowers’ current financial situation, as well as short- and-long term goals, we can help develop a formula that best positions them for achieving the financial picture of their dreams.” 

The primary difference between a Mortgage Planner and the average loan officer is that Mortgage Planners look at a mortgage in terms of the overall financial status and goals of the borrower, while the average loan officer, often focused on rates and fees, fails to consider the mortgage’s impact on bigger picture issues like taxes, asset-producing investments and overall savings. 

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http://www.mortgageplanneruniversity.com/cmpext/default.aspx?M1=15282&M2=931702

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