Invest In Your Future
“Helping you make your dreams come true!”
Our goal is to offer you great friendly and professional service. Rates and fees will be reasonable, fair and affordable. We offer a variety of loan programs with competitive rates, while maintaining a smooth and pleasant transaction. Serving all over California!
One Size Fits One
Create a Strategy That Works For YOU
Our finance and mortgage professionals create a personalized strategy that’s perfectly tailored to your situation. We believe there’s no one-size fits all approach when it comes to personal finances.
Start With a Free Consultation
Sharing our knowledge and expertise comes natural to us. Our team is friendly, compassionate, and ready to start working with you. Consult with us at no cost to see what we can do for you. Whether you’re just starting out, looking for your perfect vacation or investment home, or planning for retirement, meet with us and we’ll see how we can improve your financial outlook.
Financial consulting shouldn’t come with a hefty price tag. We don’t see it that way and you should know we’re always looking out for you.
Create a Strategy for You
Everyone has a unique financial situation. Our team is prepared to create a strategy based on your finances, lifestyle, and goals while addressing every detail.
Customize a Personalized Portfolio
We don’t just provide financial advice. Rather, our team helps build a customized portfolio that accounts for all your financial needs, goals, and assets.
Manage & Set Goals
At Planatek, we provide help and advice so you can create, manage, and set personal goals. We’re always here to answer your questions and help deal with any financial changes in your life.
What Our Clients Say
I just wanted to say thank you for working with us and getting us into our first home! We appreciate all of the work that you guys put into getting us a mortgage. We are happy with our loan and with how relatively easy the whole process was. We will definitely consider Planatek for any future financial needs. We can’t wait to move in to our new home!
The amazing Planatek team worked wonders with our financing the first time around – allowing us to close on the home of our dreams! Four years later… Dana literally saved us thousands on the re-finance! It is always a pleasure to work with you ladies. We sing your praises as often as possible, and we’ll definitely be back in the future. 🙂
Now, we get to relax and enjoy our mortgage-free house for a couple of months!!! LOL
Dear Team Planatek!!
I wanted to thank you so much for the very thoughtful and generous housewarming present!!! I can’t wait to use my gift certificate on something fabulous for my new home. It was a pleasure to work with all of you and I can’t tell you how much joy my new home has given me! Thanks for making my dreams come true XXOO
Get In Touch
Sharing our knowledge and expertise comes natural to us. Our team is friendly, compassionate, and ready to start working with you. Consult with us at no cost to see what we can do for you. Whether you’re just starting out, looking for your perfect vacation or investment home, or planning for retirement, meet with us and we’ll see how we can improve your financial outlook. Contact Planatek Today!