760-655-1405
What is Mortgage Planning?
Mortgage planning is high level mortgage lending with purpose. Our function is the same as all other lenders - but our service level and philosophy is completely different. We believe in education, planning, advocacy, and long-term client relationships. We work with other advisors such as your Realtor, CPA, Financial Planner and Estate Planner to ensure your plan fits an overall financial picture. If you don't have those important pieces to your financial puzzle in place - we are experts in helping our clients build that team. And - since we are powered by referrals and do not advertise - our service and advice levels are available at a lower cost and offering better rates than our competitors with inferior processes.​
Why The Lehman Group?
The Lehman Group is a mortgage planning organization started by Daniel P. Lehman in 2004. Daniel is the author of the book "Proper Mortgage Planning" as well as "The VA Home Loan Field Manual". Ever member of the Lehman Group team is committed 100% to our clients well being, and financial growth.
We commit to you the following:
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That we will provide objective, expert advice...
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That we will help you REGARDLESS of whether or not you do a loan with our team...
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That we will do our best to ensure your best interests are always our primary concern...
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That when we do make mistakes, we will ensure that we take responsibility and correct them...
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That as our client we are available to you before, during and well after your transaction...
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