As a financial planner your job is to help clients feel secure and confident in their retirement. To do that you create plans that can handle the ups and downs. The problem is it’s impossible to anticipate everything which can make a client feel anxious and concerned about events outside of their control.
Clients deserve to look forward to retirement and enjoy it. Help your clients stop feeling stressed and anxious about their retirement finances and instead help them accomplish more than they could have dreamed of in retirement.
Over the last 15 years we have helped clients access over $50 million of home equity to solidify their retirement finances. Let me show you how.
It is important for you to be able to fully understand how a reverse mortgage works and how it can benefit your clients. I can help with that.
As CPA and 20 years as the owner of Signet Mortgage. I am a Certified Reverse Mortgage Professional (CRMP) and love to educate others on the strategic application of a reverse mortgage.
Not limited to just reverse mortgages I can apply the same level of expertise to the first time homebuyer through clients moving on up as families grow too!
So, please schedule a conversation!
