Financial Planners
Strategic minds. Wealth-building allies. Unlock more from every move you make.
Are you making big real estate moves… without a financial strategy to back them up?
goals?
It’s time to stop guessing—and start collaborating.
What Financial Planners Really Do (That You Might Not Know)
Most people think a financial planner only helps with retirement accounts.
But the best planners:
- Help you turn equity into opportunities
- Weigh whether to refinance, cash-out, or restructure
- Align real estate with stocks, insurance, and tax strategies
- Prepare for children’s education, aging parents, and business succession
- Help decide whether you should buy, rent, or reinvest
- Coordinate 1031 exchanges, estate planning, and wealth transfer
The truth? Real estate without financial planning is like investing without a compass.
One of our clients had over $500,000 in home equity and no clear direction. Working alongside a Certified Financial Planner (CFP), we helped her refinance a property, unlock $200K in equity, and redeploy it into a mix of real estate syndications and Roth IRAs for tax-advantaged growth—all while keeping a safety net.
Are YOU in that same position?
A planner can make the difference between spinning your wheels… and climbing the next step in your Stairway.
I already have a CPA.
CPAs focus on taxes. Planners focus on strategy.
Isn’t this only for people with millions?
Nope. The earlier you start, the more you benefit.
Can a planner actually help with mortgages?
Yes. They can help time your purchases, avoid high-cost loans, and structure your financial roadmap.
Learn About Our Partnership
Why Financial Planners Work With Us
We don’t just refer clients to any advisor. We align with CFPs and fiduciaries who share our values: trust, transparency, and long-term thinking.
We help you serve clients more holistically—with better data, better lenders, and better collaboration.
What’s Your Equity Strategy?
Mini equity position tool with 2–3 fields:
- Estimated home value
- Estimated mortgage balance
- Checkbox: Want tax-free income?
Output: “You may be able to unlock $XXX/month or reduce your debt by $XXX/year. Let’s connect you with a planner to explore options
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
First-time home purchase and refinance with fast closing
Great customer service! We were living in California for 20+ years, and every year our rent went up, so we decided to move to Virginia and get our own house. Jim helped us with our very first home mortgage and constantly updated us with the lowering rates. After we were presented with different options, we decided to do a refi, and his team made it possible for us to grab the opportunity to shorten our term from 30 to 15 years at a much lower rate. In just around three weeks we were able to close. Me and my family will definitely recommend them!
Johnny Blan - via Facebook
Retired Investor -
CALIFORNIA
CALIFORNIA
Guidance through the purchase process with clear explanations
They worked with me on the purchase process. Their knowledge helped me to choose the option that was most convenient. From the beginning they explained the process. Thanks Jim!
Dayana Ruiz - via Facebook
Mortgage Loan Originator Columbus Capital Lending -
FLORIDA
FLORIDA
Investor-friendly lender who goes the extra mile
I'm an RE investor. Had multiple loan officers but one really stands out – JIM BLACKBURN. Now, he is working on a third deal with me. He does go the extra mile. A few examples from the past: I have tons of properties and live in China with unique income (he made it work!). He called me in China at 1 AM to get information to close the deal. He is super efficient with collecting the right documents upfront to avoid a lot of back and forth later with processors. You can't go wrong with Jim.
Dennis Nikolaev - Facebook
Studio Leader at APCE Dennis Studio -
CHINA
CHINA