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
"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..."
"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..."
"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..."
Because no matter your buying timeline, it's NEVER too early to develop a plan.
The Lehman Group Mortgage Planning
Carlsbad, CA | Coeur d'Alene, ID
760-655-1405 | 208-418-9909
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