CLIENTS
Joe and Sandy- Medford Oregon. Great couple manages a large home that has been difficult to sell. They wanted to preserve more cash by not making their $6000/mo home payment. A proprietary Lifetime Forbearance Mortgage (HECM) which not only paid off the high interest rate mortgage but it also gave them enough money to pay off all high interest rate credit cards with some money left over to pay medical costs. The HECM saved them.
Bennett – San Diego, CA. A wonderful 80-year-old woman whose husband passed away, leaving her without his pension. She needed relief from her $3,300/month mortgage, as her own Social Security income and pension were consuming most of her finances. We were able to secure a government-backed Home Equity Conversion Mortgage (HECM) for her. This lifetime forbearance mortgage not only paid off her existing loan but also provided a line of credit of over $35,000, available anytime to meet her needs. She has even been able to book a trip home to the Philippines to visit her family.
Barbara- Gilmore AZ. She and her husband were divorced and she needed to save money for possible health issues. She turned to me and we were able to get her qualified for a HECM (Home Equity Conversion Mortgage). She was thrilled. She stopped having to make her principle and interest mortgage payments and started to save for upcoming health issues.
Marilyn - San Jose Ca. She is over 90 years of age and wanted to save on monthly mortgage cash flow. She is beginning to see health issues and she wants to start sailing on cruise ships with her sons. We were able to get her qualified for a Proprietary Lifetime Forbearance Mortgage (HECM) which paid off her forward mortgage and gave her a $300,000 Line of credit to use the way she wanted to live the remaining days of her life.