It is my pleasure and honor to assist you in navigating your options when it comes to residential financing. With over 28 years in the mortgage industry, I am happy to handle your purchase or refinance of 1-4 family properties. I work with seniors, their families, and their financial advisors to educate them about the strategic use of housing wealth and how it can support and enhance their retirement plans.
Our Goal: Stop scams, fraud and unethical business practices targeted at all consumers, especially older adults, via our social platforms and our network of vetted professionals and businesses. We want to ensure consumers also have a reliable, nationwide network of vetted businesses and professionals who they can rely on and purchase from with confidence.
Our Goal: Stop scams, fraud and unethical business practices targeted at all consumers, especially older adults, via our social platforms and our network of vetted professionals and businesses. We want to ensure consumers also have a reliable, nationwide network of vetted businesses and professionals who they can rely on and purchase from with confidence.
Services
I specialize in reverse mortgage financing and educating seniors, their families, and their financial advisors on the strategic use of housing wealth as part of a comprehensive retirement income plan. I also continue to do conventional purchase and refinance loans. I began my lending career as a broker associate in 1993.
2. Be contacted about a mortgage at my phone number even if my phone number appears on a State or National Do Not Call Registry, or any other Do Not Contact List. This material is not provided by, nor was it approved by the Department of Housing & Urban Development (HUD) or by the Federal Housing Administration (FHA).
A Home Equity Conversion Mortgage (HECM) is the formal name of the federally-administered loan that many commonly refer to as the 'reverse mortgage' loan. The Home Equity Conversion Mortgage is administered by H.U.D. (The Department of Housing & Urban Development) and may help qualified homeowners 62 and older enhance their cash flow during retirement.
Do I have the financial resources to help my parents with their medical and living expenses?. What are my parents' wishes as to staying home if medical care is needed for an extended time? Will Mom and Dad use up my inheritance? While tapping into their home's value, your parents' home may appreciate in value, which could allow for some equity to be left at the end of the loan, but not always.
A reverse mortgage loan is not for everyone. We can provide detailed loan scenarios to you (with your client's permission) to help reach a decision that is aligned with the interest of all parties. We are upfront with all our clients about the advantages and disadvantages of a reverse mortgage. Proceeds received from a reverse mortgage typically do not affect Social Security or Medicare.
Reviews (1)
Bari M.
Mar 07, 2021
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