PLUM FINANCIAL GROUP

THE PLUM FINANCIAL GROUP EXPERIENCE

We aim to exceed your expectations, and we know you have a lot of them – rightfully so! Involving us in your financial future is an important choice and we take that responsibility seriously. We aim to provide you with efficient, friendly customer care and high returns on your investments. We strive to act with wisdom, integrity, and committed personal service.

Our goal is to:

  • Provide individualized wealth-building plans
  • Implement these plans in an accurate and timely manner
  • Provide clear education in basic equity management principles and processes
  • Develop and maintain a long-term relationship with our clients
  • Continuously educate our employees to encourage their ingenuity
  • Uphold adherence to the CMPS standards of conduct
  • Conduct follow-up surveys to ensure customer satisfaction

Our Services Include:

Loss Mitigation

  • Home Loan Modifications
  • Short Refinance
  • Short Sale
  • Deed In Lieu of Foreclosure
  • Cash for Keys

Equity Management

  • Personalized Permanent Retirement Plans - A detailed analysis that summarizes where you are today and charts a course to describe what you can potentially reach by the time you desire to exit the labor force.
  • Real Estate Acquisition - Our real estate acquisition specialists research the hottest zones in the country and find the best residential and commercial investment opportunities available. We utilize 53 different demographic and economic drivers that influence present and future property values.

Property Management

We have relationships with property management companies in each regional market in which we invest. We work selectively with companies that deliver cost-saving and timesaving results.

Real Estate Financing

We are licensed to do business in all 50 states. We tailor our mortgage offerings specifically for real estate investors.

New Loans

  • Capital Investing
  • Self-Directed IRA
  • Wealth Management Team

We have formed relationships with some of the brightest specialists to assist you in maximizing the many advantages that investment real estate has to offer.


  • Tax Planning
  • Asset Protection
  • Estate Planning
  • Insurance Advisory



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