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A seasoned expert in Real Estate and Mortgage Banking with a financial planning background, Allen offers a unique blend of real estate knowledge and financial planning expertise. His passion for helping self-employed business owners, first-time buyers, real estate investors, and current homeowners find their dream homes is fueled by years of experience in mortgage banking and financial planning.

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With a focus on providing holistic approach to client's financial needs, he works closely with clients to create personalized strategies that not only address their real estate needs but also secure their financial future. His dedication to continuous personal and professional growth drives their commitment to helping clients achieve their goals.

About Me

Services

We offer a wide array of Real Estate services, including but not limited to:

  • Buying

  • Selling

  • Relocating

  • Down-sizing

  • Divorce/Bankruptcies/Short Sales

As a licensed Mortgage Loan Officer, Heritage Mortgage Banking Corp works with national lenders to secure multiple different types of loans to fit your unique circumstances! We offer specialty products for self-employed and sub-prime credit!

Our Estate Planning coaching helps protect you and your family by:

  • Helping organize Wills, Power of Attorneys, Living Wills

  • Working closely with attorneys to complete your documents if necessary

  • Helping to review documents and ensure they're up to date

  • 5 year annual reviews of documents

We can assist with various different life insurance products, including but not limited to:

  • Asset Protection

  • Whole Life

  • Term Life

  • Universal Life

  • Annuities

  • Long-Term Care Products

  • Strategies for Leveraging Your Policy

"When you change the way you look at things the things you look at change."

Wayne Dyer

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