Financial Planners
Strategic minds. Wealth-building allies. Unlock more from every move you make.
Making real estate moves without a financial strategy?
Example (Client Story Teaser):
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 the same position?
A planner can make the difference between spinning your wheels… and climbing the next step in your Stairway.
Are YOU in the same position?
A planner can make the difference between spinning your wheels… and climbing the next step in your Stairway.
When Should You Talk to a Planner?
Signs You Need a CFP’s Guidance:
📉 Feeling Unstructured or Exposed?
If you own property but don’t have a written plan—or you’re unsure about taxes, risk, or protection—you could benefit from expert clarity.
🔄 Life Just Shifted?
Whether it’s a new job, baby, inheritance, or major financial event, a certified planner helps you realign your strategy to fit your new chapter.
🏖️ Ready to Build (or Enjoy) Wealth?
If you’re sitting on unused cash or equity—or you’re dreaming of a confident retirement—we’ll help you make that vision real.
What Financial Planners Really Do (That You Might Not Know)
When Should You Talk to a Planner?
Signs You Need a CFP’s Guidance:
Common Misconceptions—Cleared Up
“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.
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
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.
We help you serve clients more holistically—with better data, better lenders, and better collaboration.