ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US Real Estate and Mortgage Lending Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives Individualized Guidance Towards Your Financial Health Our Real Estate division offers personalized service and advice for buyers, sellers and borrowers. We will give you the individualized attention that you expect and deserve, and we treat you with the respect due to a valued client. Real Estate & Mortgage Lending Services The services offered include: Guidance throughout the buying and selling process FREE Pre-approvals for all buyers Prompt loan decisions and clear communication No pre-payment penalties for buyer Support by serving as a real estate agent for buying and selling Refinance options to free up cash Providing Personalized Mortgage Proposals Reflecting Your Situation Our Mortgage Professionals tailor a mortgage proposal that will meet all of your needs. Some of the loans we offer include: Fixed-rate Adjustable-rate VA FHA Jumbo Reverse Take The First Steps History has shown that home ownership can help provide financial security, tax advantages and the lifestyle we cherish as The American Dream. Learn more about how we can work with you to make the most of this important asset. LEARN ABOUT LENDING SUBSCRIBE TO OUR NEWSLETTER JOIN BEVERLY HILLS (310) 557-9850 CAMARILLO (805) 484-1011 NEWPORT BEACH (949) 453-7660 ONTARIO (909) 948-1608 WEST COVINA (626) 966-1426 ABOUT Our Firm Our Team Careers HOW WE HELP Services Business Owners For Women Retirement Planning College Planning Insurance Planning Real Estate Lending Estate Planning Investment Advisory RESOURCES Blog Educational Workshops Learning Center Free Goal Planner OUR TEAM Beverly Hills Camarillo Newport Beach Ontario San Diego Torrance West Covina Management Team ADDITIONAL Our Process Client Portal CONTACT US View Locations General Questions Securities offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. Some Registered Representatives of SPF also offer investment advisory services through SPF, a registered investment adviser. ICM is not registered as an investment advisor nor a broker-dealer. Insurance services offered through Independent Capital Management, Inc. (ICM). Real estate services offered through ICM Real Estate DBA ICM Lending, a wholly owned subsidiary of ICM. Estate planning services offered through Citadel Law. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND,NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Powered by Twenty Over Ten