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About Us
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About Us

We Are Here To Serve You

We are here to address and solve one of the most significant challenges facing the Baby Boomer Generation today…Being Financially Prepared for Your Retirement Years.

We are committed to educating Retirees and their families on the value of a product that was created by the US Government during President Reagan’s term in office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in your home as a means to assist a peaceful and secure transition to one’s retirement years. Many Financial Advisors are now realizing the value of this product as one of several overall financial planning tools.

Our team is committed to you, and are here to assist you on your timeline…not ours.

Our Commitment to you is that the educational process will be based upon an honest, ethical and open dialogue. Our goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.

Our Mission

We help our customers protect what they care about and achieve their financial goals.

Our Vision

For every customer …a financial future imagined, planned and secured.

Our Values

Integrity

Loyalty

Diligence

Compassion