www.oldmortgageguy.com

In Partnership with Financial Advisors, Real Estate Brokers, and other Financial Professionals, I help their clients create a much more secure financial future in these uncertain economic times.

Financial Advisors: I help Financial Advisors and their clients greatly increase portfolio growth with a non-correlated product that reduces both market and fiduciary risk by 10 times. I do this through a strategic application of the new multi-use Reverse Mortgage products. There was a recent 30-year, peer-reviewed study published in the Journal of Financial Planning on the positive results of just such a strategy. Double legacy balances & double fees are achievable over 30 years when this plan is implemented.

Real Estate Brokers: I help the clients of Real Estate brokers either buy more properties or put more money in their pockets when closing escrow on a downsizing retirement property. Further, I have access to not only proprietary Jumbo HECM (Home Equity Conversion Mortgage) products out to a maximum of $10 Million in property values, but also the non-agency Non-QM (Non-Quaified Mortgage) Jumbo products as well. Further, I have lenders for all kinds of non-owner-occupied investment property situations as well.

Other Financial Professionals include Insurance Brokers (Long Term Care Funding solutions), CPAs, and Attorneys (Divorce solutions).