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Our extensive research has unveiled some major trends influencing the retirement and financial planning industries. These include:

  • Commoditization of investment management: This is driving more firms, including online brokerages, banks, and more, to offer what they claim are comprehensive financial planning services.

  • It's all about communication: The most successful financial advisors differentiate themselves with proactive communication. Sound simple, right? In theory, it is. But the real trick is a providing valuable and consistent contact that starts by clearly establishing one’s values and ability to be a behavioral financial coach to your clients.

  • Assumptions don't work: The advisors who are ahead of the game go far beyond the old thinking that “only fortunate individuals don’t have to worry about running out of money in retirement.” Instead of waiting for markets to drop to pursue alternate retirement planning solutions, they aggressively pursue growth-oriented approaches, including Reverse Mortgage solutions, with clients of all means.

Why We're Here

We’ll guide you and help ensure an algorithm or some robo-advisor never replaces you

Our Reverse Mortgage solutions empower you with a tool that delivers extraordinary value to the 10,000+ Baby Boomers who turn 65 daily in this country.

You’d be surprised how many people own homes yet have little or no financial planning. We’ll help you tap into this massive pool of underserved clients.

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