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Mortgage Planning Specialists

We are mortgage planners.  

Most lenders see their role as simply "getting you a loan". 

We see our role as much more than that...  

Mortgage Needs Analysis

We start by learning your financial goals and getting an understanding of your current financial picture.

The Complete Mortgage Plan

We show you how banks see your file to ensure that the loan you select is the absolute best fit to achieve your goals.

The Proactive Purchase Process

We help you get your offer accepted, develop a market lock strategy, and ensure a successful closing.

Ongoing Mortgage Management

Once the loan closes we have processes which ensure that your loan always fits into your overall financial plan.

Our Planning Process

Satisfied Customers

"I've purchased homes in the past, but I've never experienced the level of education, advice, and service that The Lehman Group provided on my last purchase..."

D. Reddington

"As a first time buyer I was REALLY nervous about buying a home.  The Lehman Group took me through a process that made complete sense and gave me great peace of mind..."

A. Banks

"I refer my Financial Planning clients to The Lehman Group because they see their role managing debt in the same way that I see my role managing wealth..."

K. Stutes

Let's Discuss 
Your Goals.

Because no matter your buying timeline, it's NEVER too early to develop a plan.

The Lehman Group Mortgage Planning

NMLS 227076

Carlsbad, CA   |   Coeur d'Alene, ID

760-655-1405   |   208-418-9909


Powered by Secure Choice Lending

NMLS 1689518

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