Audience

Reverse mortgages aren't just for the borrower.

A reverse mortgage decision usually involves three groups — the senior on the loan, their adult children, and their financial advisors. I work with all three.

Three groups, three conversations

Seniors (55+/62+)

You're the homeowner. You're thinking about aging in place, eliminating a mortgage payment, or using equity as a retirement income tool. The conversation here is about your specific numbers and goals.

For seniors

Adult children

You're helping a parent. You care about inheritance math, about protecting them from being taken advantage of, about what happens when they pass. I answer those questions plainly.

For adult children

Trusted advisors

Financial planners, attorneys, CPAs — you have clients for whom a reverse mortgage line of credit may be the right portfolio-depletion hedge. I run scenarios you can present with full transparency.

For advisors