I act as a trusted advisor for divorce, estate planning & bankruptcy attorneys as well as CPA’s, financial planners, traditional mortgage brokers & probate & professional fiduciaries about reverse mortgages. I help you separate fact from fiction and Reverse Your Thinking® about reverse mortgages!
I maintain a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their clients lives. I believe that the key to a successful long term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. I collaborate with clients and advisors on the topics of budgeting, debt reduction, wealth creation and asset protection. The three watch-words of my practice are: collaborate, educate, problem-solve.
Personally, my passions are scuba, travel, philanthropy & family. I believe in making a list of what you love to do & working to design your world around it. I enjoy spending time with my son in Boy Scouts of America & going to the theatre, museums, watching films and spending time with family & friends.
WHO WE WORK WITH:
We work closely with homeowners of any age via their trusted advisors & their families to custom design a program that will solve problems effectively and economically. Because we are a brokerage, we represent eleven different reverse products companies & fifteen different products, including a student loan alternative. We are able to handle credit and income issues that frequently derail applications on reverse loans & lines of credit up to $6mil.
Our purpose is to educate, problem solve and collaborate with allied professionals & their clients to help find solutions to financial issues proactively & creatively
◉ CDLP/ Certified Divorce Lending Professional
◉ AFC/Accredited Financial Counselor
◉ CAPS/Certification Aging in Place Designation
◉ 36 yrs Experience in Financial Services
WHAT OTHER’S HAVE SAID:
Visit: https://www.reverseyourthinking.mortgage/testimonials.html to see testimonials
Call to learn more:
✍ [email protected]
DRE #001999021 | NMLS #1125159