WHAT I DO: I help homeowners age 55 or better to strategically liberate the trapped equity in their home to have a more joyful retirement in their home.
To learn if a reverse mortgage is the right option for you or someone you care about, call/text me today: 707-888-8230
WHO I WORK WITH:
🔷 Homeowners 62 or older with 50% or more equity in their home.
🔷 Financial advisors & CPA's who want to provide their clients with options for
retirement using a reverse mortgage.
🔷 Homeowners 62 or older with 50% or more equity in their home who want to condolitate debt, live out their bucket list or tap into the equity of their home to eliminate their mortgage payment. As with any mortgage, you must meet your loan obligations, keeping current with property related taxes, insurance and maintenance, and any homeowner's association fees.
🔷 REALTORS, Financial Advisors, Medicare Agents, Estate Planning Attorneys & CPA's as a strategic specialist.
HOW A REVERSE MORTGAGE CAN BE USED BY FINANCIAL ADVISORS TO HELP THEIR CLIENTS:
🔷 To pay for health care and living expenses.
🔷 As a potential safety net for clients who may still want to take liberties with their other investments.
🔷 To help clients that need additional funds.
🔷 To protect a spouse.
🔷 As a strategy that may free up significant cash for clients that are downsizing or looking to right-size their retirement home.
RETIREMENT TOOLS OFFERED:
🔷 JUMBO(Up to $4mm) Reverse Mortgage Products
🔷 HECM – Home Equity Conversion Mortgage
🔷 Reverse Purchase Mortgage
Having worked in the mortgage industry for over 23 years, I understand it well & love helping seniors explore options in retirement using a reverse mortgage as a vehicle to achieve their retirement goals. My focus is very hands-on – working with clients to uncover the specific needs of each individual I work with. Education is key to understanding whether a reverse mortgage is the right option.