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When you no longer work, it’s important to have money working for you
Licensed and experienced to offer investment products and services.
Certain Life Insurance policies offer investors future returns and seniors an early buyout.
Offer short term loans for assisted living and care costs until other moneys arrive.
Veritable annuities offer seniors dividends and payments for low-risk investments.
Certified and experienced for plans and strategies for retirement, aging, and managing wealth.
Have their series 7 license and recognize the importance for seniors to make safe investments
Licensed and certified lenders offer home owners loans based on the equity in their home.
The Professionals you’ll find here are well versed and experts in the types of investments that serve seniors best.
Find professionals who can present you with the right types of lending options.
Select an area where you would like to do business
Select the financial product or professional you wish to contact
Age should determine your investment and financing
Find a Professional licensed, certified, and experienced to help you prepare your financial life
“There are so many options for retirement so finding an investment advisor gave me the confidence to place my money in places that will continue to work for me and for my heirs. I’m glad I didn’t wait."
“I didn’t want to move out of my home, but I needed money to pay some bills, so I spoke to a Reverse Mortgage Broker, who explained how much control I had over the equity in my house. That it was up to me how much I loaned, and when I would stop taking money. Thank you for making it easy to find information and the benefit of my broker. "
“Time flies even when being retired. I had IRAs I had to cash in and pay taxes on the earned income until I found a CFP who spent the time going over my wealth and circumstances and helped me to put together a plan so that I wouldn’t run out of money, while also deferring the tax from being income. "