A Bit About What Makes Me Unique in the Mortgage Lending World ...
I am passionate about what I do for a living. My exclusive focus with my clients is helping them achieve their goals. To this end, I have worked very hard to become an expert mortgage planner ... an expert in wealth creation and enhancement, tax and financial strategy, retirement strategies, and matching my clients with debt instruments that are not only suitable and appropriate for their financial and life situation, but that also facilitate their financial and life goals.
To my knowledge, I am one of just 3 mortgage professionals in Colorado to hold these four* crucial certifications and designations:
I am a Mortgage Lender (a banker and broker).
There's nothing unique about this - there are more than 400,000 mortgage lenders in the United States!
I am a Registered Mortgage Advisor* with the International Association of Financial Advisors.
At the time I'm writing this, there are fewer than 200 mortgage professionals in the United States who have received this critical designation.
I am a Certified Mortgage Planning Specialist™* with the Certified Mortgage Planning Specialist Institute.
Fewer than 1% of mortgage professionals in the United States have received this important designation.
I am a TEAM™ Certified Mortgage Planner* with best selling author and financial strategist and retirement, wealth, and legacy planning expert Douglas Andrew.
Fewer than .5% of mortgage professional in the United States have received this vital designation.
I am a Certified Mortgage Planner™* with the Strategic Equity Group and the Duncan Group.
This is a widely held designation by mortgage professionals in the United States.
My team and I are committed to providing our clients with life changing insights combined with clarity, confidence, balance, and focus through strategically focused world class mortgage planning, origination, and management services that are second to none.
I’m looking forward to working with you to help you accomplish your goals.
Best Regards,
Ken W. Stone
Registered Mortgage Advisor - IARFC, Certified Mortgage Planner™, Certified Mortgage Planning Specialist™- CMPSI , TEAM™ Certified Mortgage Planner
