Trusted Outside Professionals

Your Mortgage Broker

A mortgage is usually a family’s largest liability. It deserves the same planning attention as the assets.

The right loan isn’t just the lowest rate — it’s the structure that fits your cash flow, taxes, and the rest of your plan.

Decisions we help you think through

Buy with a bigger down payment, or keep the money invested?

Does refinancing actually pay off at your timeline — or just reset the clock?

Pay the mortgage off before retirement, or carry it into it?

How to bridge buying a new home before the old one sells.

How we work with your mortgage broker

Before you lock anything, we run the numbers inside your Family Financial Plan — cash flow, tax effects, and what the decision does to retirement timing. Then your broker shops the loan knowing exactly what structure the plan calls for. Need a broker? We’ll introduce you to ones our clients have had good experiences with.

Allegia Wealth Management and LPL Financial do not offer mortgage or lending services. Outside professionals are independent of Allegia and LPL Financial.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.