Business Partners
Here are a few business partners we rely on and can heartily recommend. If you can suggest others you trust, please let us know.
-
Certified Mortgage PlannersBJ SellersCertified Mortgage PlannersCertified Mortgage Planners
Lake MaryFlorid 32746
Phone: 407-367-2970Certified Mortgage Planners is focused on helping our clients build a strong financial position through careful management of equity, the proper use of capital and a dedication to maximizing their rate of return. Our expert team of mortgage planners is ready to help you integrate your mortgage into a sound financial plan. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy. We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense. As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace. The decisions you make today are going to determine how you live tomorrow. What better way to start than with a sound financial plan.
-
Significant Wealth ManagementHilgardt LamprechtSignificant Wealth ManagementSignificant Wealth Management
OrlandoFlorida 32835
Phone: (407) 299-4129Founded in 2002 and based out of Orlando, Florida, Significant Wealth Management provides financial planning services and advice with a personal touch. At SWM we pride ourselves on an unwavering commitment to integrity, long-term relationships, and the highest standard of service and performance. As responsible stewards of the finances that God has entrusted to us, it is important to have a wealth management advisor who has similar values when trying to maximize investment performance and keeping Christian investing ethics. At SWM, we value our long-term client relationships as advisors, partners, and friends. We realise our client relationship are about their hopes, their dreams and the purpose for their life. It's about the legacy they are building each day. We want to help you achieve true financial freedom and create eternal impact. I invite you to learn more about us on this website or by calling us at 407-299-4129 for a complimentary, no-obligation consultation. Sincerely, Hilgardt W. Lamprecht CSA, CEPP CEO / President
