If you currently have a mortgage on your home, the proceeds from the reverse mortgage are used to eliminate your current mortgage. In many cases, the homeowners obtain a reverse mortgage for this reason alone.
Dan has been an expert in reverse mortgages since 2006. He is passionate about helping his clients make the financial change that can make their lives easier and more comfortable as they enjoy their retirement. Dan meets face-to-face with each of his clients to make sure they understand all aspects of a reverse mortgage. Feel free to reach out to Dan today to find out if a reverse mortgage is right for you.
Helping people stay in their homes by using a reverse mortgage has been one of the most rewarding job benefits anyone could ever hope for.
“After my husband died, I lost the income from his pension. I was able to pay my bills for a few years but eventually I fell behind on my real estate taxes. Dan was referred to me by my friend and he was able to help me catch up on my taxes and several of my other bills. I do not know where I would be without Dan’s help!”
“My husband and I have been blessed with a long life. So long that we ran out of our savings! Thanks to Dan we were able to access the equity in our home to stay here as long as possible.”
“My wife died unexpectedly one summer afternoon. I lost her social security income, and I thought I would have to move out of the home that we raised our children in. Not so with Dan’s assistance.”
“Our financial planner suggested that we investigate a reverse mortgage line of credit as a safety net for any unseen future expenses such as health care. We rest easily every day knowing that we have funds available anytime we may need them in the future.”
“My wife and I have lived in our home for over 40 years. In our older years we have found it necessary to have home improvements that will allow us to stay at home, or as Dan said, “age in place.” We were able to access money and have these improvements made.”
“My husband died several years ago, and I did not have the money to have my house painted and to get a new roof. Gratefully, I was able to get a reverse mortgage to pay for these items”
“My estate planning attorney referred me to Dan to help me access funds to purchase a second home in Florida. Thanks to my reverse mortgage, my wife and I can go to Florida for the winters.”
“Without my reverse mortgage, I would never have been able to retire. Now I can spend more time with my grandchildren and, of course, my daughter loves the help!”
Find out if a reverse mortgage is the right fit for you!