- Optimizing Your Retirement
- Easing Retirement Worries
- Diversifying Retirement Investments
- Caring for Loved Ones
- Professional Partners
When adults require daily or around-the-clock care, most likely they face considerable healthcare costs. Regular visits with doctors and specialists, multiple prescriptions, medical equipment, and in-home care add up fast. And Medicare doesn’t cover everything.
Many older adults have to ration their prescriptions because they can’t afford them otherwise. Don’t let this happen to someone you love.
If your loved one owns his or her home, talk with him or her about a reverse mortgage. A reverse mortgage lets the homeowner or homebuyer convert home equity into tax-free* funds.
Use these loan proceeds to cover mounting or unexpected medical debt or to optimize existing retirement funds. With a reverse mortgage, your loved ones may be able to cover their expenses for years to come.
One of our licensed Reverse Mortgage Specialists can explain the benefits of a reverse mortgage and help you and your loved ones find a product that meets their needs.
* Not tax advice. Consult a tax professional.
“Jan and I want to personally thank you for your expertise in assisting us (to) get our reverse mortgage. It has been a very interesting process from the get-go, we have learned a lot. It truly has been a pleasure to work with you, you are a real credit to your profession. Thank you so much.”
Gary & Jan, Denver, CO
“I would like to compliment you for the guidance you gave me during the Reverse Mortgage procedure. Your knowledge of the Reverse Mortgage procedure was evident in your clear, concise explanations. Any questions I asked, if you did not have the answer you researched it and got back to me in a timely manner. The rapport we built during this process made me feel very comfortable and it dispelled a lot of false rumors about a reverse mortgage….I would not hesitate to recommend your company and you as a Reverse Mortgage Specialist.”
Saundra, Hyde Park, MA
“Cliff and I are so grateful for you, as you are responsible for helping us to get out of the rut we had been in for some time. You went above and beyond with us to help us secure this opportunity to improve our quality of life in our senior years. It’s clear that you love what you do and truly care about your clients’ peace of mind and happiness. It’s been a pleasure working with you, we are forever grateful!
P.S. Planning a little vacation to celebrate our new and improved quality of life!”
Joanne and Cliff, Victorville, CA