Call us today to set up a convenient day and time with our flexible options:

• In the comfort of your home

• Over the phone

• In our office or a mutually agreeable location

The most important part of the process is receiving a detailed consultation to answer all your questions and a breakdown of all the options, costs, and processes involved. This can be done in your home, over the phone, or in our office. There is no fee, nor obligation, on your part. We want to provide you with a complete understanding of your options. 

Fact finding and consultation

As with other financial matters, it’s smart to take a planning approach when considering a reverse mortgage. We’ll meet with you in your home to understand your goals, objectives, and needs. This will help us not only determine which program will work best for you, but also how to best distribute the monies available. 

As part of this process, we’ll discuss your immediate objectives as well as potential future plans, such as whether long-term care situations might arise or if you’ll need to sell the property. We are happy to have your family members and advisors involved in this discussion, if you wish.