We are a California-based firm uniting real estate, mortgage, escrow, and tax planning under one roof. With decades of expertise, we help families, entrepreneurs, and investors build wealth with trusted guidance and seamless solutions.
Learn More
Whether you’re just exploring options or ready to write an offer, you can start your mortgage journey online in minutes. No pressure, no spam—just clear numbers and next steps.
See today’s estimated mortgage payment based on your income, debts, and down payment.
Get My Quick QuoteSubmit your info and we’ll issue a pre-qualification letter to help you talk to realtors and attend open houses confidently.
Request Pre-QualificationThe 1003 is the official full mortgage application used for underwriting, giving you stronger negotiating power when making an offer.
Start My 1003 Application
Expert buyer and seller representation across California and Hawaii. Navigate the market with confidence.
Learn More
Comprehensive loan programs tailored to your unique financial situation. From first-time buyers to investors
Learn More
Secure, efficient transaction management ensuring smooth closings. Your peace of mind is our priority.
Learn More
Strategic tax planning for real estate investors and high-net-worth individuals.
Learn MoreYour source for updates and insights on property and wealth strategies.
A Belmont Hills home seemed like a bargain until standard insurance companies refused to cover it. See the real-world strategy...
Learn More
With 2026 interest rates stabilizing, Bay Area homeowners have a key opportunity. This guide breaks down rate-and-term vs. cash-out refinances,...
Learn More
A San Carlos family's dream home purchase nearly fell apart a week before closing when their insurance was denied due...
Learn More