Would you like to know more about how reverse mortgages could benefit your clients?
I welcome the opportunity to help demystify the process and share my knowledge and expertise with you. Please select an option below to learn more about the benefits of working together, and how we can best serve seniors 62+ over while growing our businesses.
Financial Planners
Do you have clients in danger of running through their portfolios due to lack of income to cover their current mortgage payments?
Replacing the existing mortgage with a Reverse Mortgage may make the difference between living a comfortable life and running out of money.
Attorneys & CPA’s
Many of my clients are looking for legal and tax advice.
I am consistantly looking to expand my network of ethical and professional advisors, and have found that developing relationships with trusted experts creates new opportunities for my clients, and is a win-win for all.
In Home Elder Care
Seniors are dear to my heart, and now more than ever they are vulnerable to market volatility and financial constraints. Your in-home care services are essential to the life and health of seniors, and their families!
Let’s work together to help keep them in their homes, provide a tax-free income stream, and cover their ongoing medical services.
