With over 18 years in the mortgage industry, the #1 thing I'm most proud of is the financial relationships I've been able to make that have encouraged me and enlightened me to invest!  I've invested in real estate for over 25 years, and the stock market for 20+ years and I am living proof that focusing on your budget, paying down debt, saving money, and investing can give you financial freedom!  As your mortgage advisor, I look at the home buying process as a key to wealth creation and the most valuable financial decision of your life. All of the information on this page is FREE. It's information I've put together from my financial mentor, business coaches, and current financial planners that work w/ me. No agenda, nothing to sell or promote, just my gift of financial awareness! 

I ask ALL of my mortgage clients (regardless of your situation) to watch the video I made above and also, take my "Wealth Awareness Test" below.  It's a 15 question wealth test that will help you identify if you are on track to retiring well-off, or not! Next, I encourage you to complete my One-Page Budget Form. This simple guide will make sure you're on the right track to financial freedom!

Lastly, when the time is right, I am happy to refer you to a financial planner, estate attorney, real estate investor, or whatever professional you need to hit your goals!  In the meantime, for anything mortgage financing related, I am your guy - @mymortgageguydan