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You deserve expert advice when
making important decisions

regarding your:

• Single largest debt: mortgage
  


• Single largest investment: home equity
  


• Life Planning needs and goals: cash flow
  

What is CMPS?

CMPS is a training, examination, certification and
ongoing membership program for financial professionals who provide
mortgage and real estate equity advice.

You can
be assured that a mortgage professional with CMPS credentials has met
rigorous, peer-developed and reviewed standards endorsed by a national
professional body. The CMPS Institute was formed as a joint effort by
leaders in the mortgage and financial planning industries to raise
professional standards among mortgage professionals and integrate sound
financial planning advice into the mortgage process. Recognized for its
preeminence within the industry, the CMPS curriculum represents the core
knowledge expected of residential mortgage advisors, regardless of the
diversity of specializations within the industry.

The CMPS curriculum incorporates the five essential CMPS skill sets
related to integrating a client's mortgage, debt and home equity
strategy into their overall financial plan:

• Financial Market and Interest Rate Analysis
  


• Cash Flow & Debt Analysis
  


• Real Estate Equity Management
  


• Real Estate Investment Planning
  


• Mortgage & Real Estate Taxation Concepts

With such a wide range of subjects to be mastered, the educational
process doesn't end once the designation is earned. There is a strong
commitment among CMPS Members to continuing education through conference
calls, seminars and self-study.

“We will always help our clients obtain the best loan available which meets their wants and needs. We will consult and educate them, not only on how to save them money in the short term, but to maximize their savings over the life of their loan.”

Buying a Primary Home
Buying a Vacation Home
Caring for Elderly Parents
Changing a Job or Career
Financial Strategies for Divorce Situations
Financing Children's Education
Improve Personal Cash Flow
Improving Your Credit Rating
Investing in Real Estate
Preparing for Retirement
Reducing Debt
Refinancing a Mortgage
Saving Money on Taxes
Starting or Selling a Business

As we near the finalization of our mortgage, I just wanted to write and thank you for how professional and efficient you have been. I'm sure that hearing from me on September 28th that we were trying to close on the 15th of October was a shock, and I know that you've done everything in your power to get everything done on time. I also know that finding out you were needing to close early, because of the remote closing, threw a wrench into the works. We had no idea when we first spoke with you that we would have to do our part of the closing early because we were still going to be in Colorado for it. Yet you came through for us again, and we can't tell you enough how much we appreciate your hard work and commitment to getting this done.

Thanks again, and we look forward to recommending you to anyone we know looking for a mortgage, refinance or home equity loan.

-- Dawn - Pinckney, MI
_______________________________________________

Dear Jeff,
Just wanted to thank you for all your help on the Darryl & Benitas home purchase. What we do makes a really big difference in peoples lives & in this case we helped make a dream come true.

It has been a real pleasure working with you & I hope I am able to do so again!

Sincerly,

-- Cathy (Realtor) - Houston, TX