Phoenix Mortgage Specialists is a mortgage plannning practice focused on helping our clients select the best type of financing options to work as a part of thier overall financial plan.  We pride ourselves in offering the highest level of professional customer service with attention to detail. We appreciate the opportunity to earn your business! We begin our relationship with all of our clients with an in depth consultation.  We want to understand your needs and goals and be sure your cashflow, equity, payment and tax objectives come together and work to your benefit.

 Our job does not end when your loan closes......We believe that a mortgage should be actively managed....just like you would manage an investment.  We constantly monitor the financial markets and will alert you when an opportunity arises for improvement of cashflow and/or wealth creation. 

 

 

Nancy Cortesi, owner of Phoenix Mortgage Specialists has earned the designation of CMPS, Certified Mortgage Planning Specialist.  This designation is achieved through certification, continuining education and ethical standards prescribed by the CMPS Institute.  The CMPS Institute was formed as a joint effort between the mortgage and financial planning industries to raise the professional standards among mortgage professionals.   The CMPS designation has been earned by fewer than 10% of mortgage lending professionals.  Professional advice is essential when choosing your home financing strategy.  It is imperative that your plan for your debt structure be matched to the plan you have designed for your assets.  Proper and prudent management of debt can provide a pathway for wealth building.  Our goal is to partner with our clients and thier advisors to maximize wealth building opportunities and manage risk.