Courtlandt Financial Group



18218 McDurmott East, Suite A
Irvine, CA 92614





Courtlandt Realty understands the structure of the financing on your home, business and investment properties are an integral part of your overall financial plan. It is important to understand how to best use leverage as a part of your plan; first to grow your portfolio of assets, and later to manage those assets.

Personalized Mortgage Planning – Your Goals + Our Planning = Total Strategy
Do you realize that debt has a performance record? It is either contributing to or taking away from your goals. It is either accelerating or reducing the speed at which you reach your financial targets. So why is it that most people simply view their home, business and investment property loans as if they were a financial obligation rather than important financial instruments?
Courtlandt Realty has invested in proprietary tools and technology to deliver a unique set of services for our California clients. The Personalized Mortgage Plan, the RateWatch™, and the Annual Equity Review empower you, as our client, to integrate your mortgage into your financial plan. Once the plan is formulated, we have the ability to implement by providing the financing to put that plan into action. 
Financing categories include:
  • Commercial Lending
  • Residential Lending 1-4 units
  • Investment multi-family units 5+ units
  • Reverse Mortgages
As a result of our full service approach, you can have the confidence that your mortgage doesn’t inhibit the pace at which you can reach your goals. 
Contact us today to get started with a complementary consultation.
For an introduction to Mortgage Planning, please click here


The Personalized Mortgage Plan:
Enables you to make the best financing choice through assessing every component of each loan option over a period of time. By understanding the total cost and total benefits, you have full knowledge to make the best decision.
The RateWatch™ Review:
Offers you the opportunity to monitor the performance of your mortgage on a constant basis. You will regularly have the information necessary to determine if changes in your life or in market conditions warrant fine tuning of your mortgage instrument.
The Annual Equity Review:
Provides an in-depth look at your complete equity and debt positions, giving you the information necessary to make informed, mature, and timely decisions that optimize your equity for short- and long-term planning.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck