Welcome to Willamette Falls Financial.
We strongly believe in a Mortgage Planning approach to help you create wealth, secure your assets and minimize interest expense.
Unlike a traditional, or average, loan officer, a Certified Mortgage Planner will...
1) Educate you on how to integrate your mortgage into an overall financial plan, so you can better, faster and more safely accomplish your unique financial goals.
2) Help you select loans that minimize interest expense, maximize cash flow and minimize taxes.
3) Educate you on how to properly manage your house's equity to increase liquidity, safety and rate of return.
4) Help you use your mortgage to safely, conservatively and consistently build wealth.
5) Provide valuable information through complimentary mortgage reviews.
Certified Mortgage Planner (CMP) Code of Ethics
All Certified Mortgage Planners agree to put the borrower's interest first, acting fairly and diligently when providing mortgage planning advice and services. The CMP must act with integrity, offering objective professional services based on the client's unique needs.
