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Steve Schultz

Reverse Mortgage Advisor NMLS# 225584

3131 Camino Del Rio N Suite 190
San Diego, CA 92108

About Me

Steve Schultz
Reverse Mortgage Advisor | NMLS# 225584 | 1-414-418-2461
With 30 plus years in the financial services industry I know the value of service, honesty and doing what is best for my clients. I believe in personal service, one on one attention to determine their needs and goals. My role is to educate clients, and in many cases extended family members on the features and benefits of a Home Equity Conversion Mortgage (reverse mortgage). Being a senior myself, I easily relate to the challenges confronting “aging in place” and...

With 30 plus years in the financial services industry I know the value of service, honesty and doing what is best for my clients. I believe in personal service, one on one attention to determine their needs and goals. My role is to educate clients, and in many cases extended family members on the features and benefits of a Home Equity Conversion Mortgage (reverse mortgage). Being a senior myself, I easily relate to the challenges confronting “aging in place” and provide options to assist in that goal. As a resident of Southeastern Wisconsin I am able to provide personal, one on one consultations in the privacy of your home – no 800 phone numbers. And, I remain your contact throughout the loan approval process as well as after the loan closing. Please contact me for no obligation consultation to learn the facts about reverse mortgages.

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Common Examples of What a HECM Can Help You Do

  • Purchase a new home to fit your lifestyle needs
  • Protect your retirement portfolio
  • Reduce monthly expenses by paying off existing mortgage
  • Reduce monthly expenses by paying debt
  • Enhance your cash flow
  • Incorporate housing wealth into your retirement plan
  • Create an emergency fund
  • Increase cash to help ensure monthly bills are paid
  • Fund for home repairs or upgrades
  • Reduce the burden of out-of-pocket healthcare costs
  • Fund the expense for caregivers, live-in nurses, or other in-home care
  • Have the cash for a large expense, such as a vacation or vehicle

Testimonials

“Thank you for extending my retirement an additional 9 years!”

-Bill T.

See what our customers are saying

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