Listening to your needs…

Listening to your needs…

Robert & Shirley M August 2013

Last year, we found ourselves in a financial pinch. Being Realtors, the depressed housing market had drastically reduced our incomes, it had lowered the value of our real estate investments and we were struggling with cash flow. We called David to see what ideas he might have to improve our situation. We decided that our best option was to somehow use the equity in our home to resolve the cash flow. After discussing various scenarios such as selling our home, obtaining a second mortgage or getting a conventional loan, David suggested we consider a Reverse Mortgage Loan. He went on to mention the pros and cons of the Reverse Mortgage Loan. It became a great fit for us because we no longer have to make monthly house payments and we still live in and own our home. As a result, our cash flow problem would be resolved. Shirley and I truly appreciate and rely on David because he has a broad base of experience and knowledge in financial matters. He is very professional, ethical and he works very hard to find the best financial instruments for his clients.

Portrait Of Senior Couple In Park

 

 

 

 

 

 

 

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