My Mission Is To Help People Live Better Lives

I love helping people. It’s what drives me, (and my lovely wife Dolores), to volunteer so much of our time to helping people in need. So, when I witnessed first-hand how my mother’s aunt suffered financially when her husband passed away and her income suddenly dropped, I was heart-broken. The good news was that she was able to get a reverse mortgage that allowed her to live comfortably for the rest of her life.

I’ve seen too many people struggle during retirement especially when unexpected events like a serious illness or an unexpected death of a spouse lead to a drastic change in lifestyle. Moving, when you’d prefer to stay where you are can be traumatizing to many. I hate to see that. 

As I was helping people with their taxes, I began researching reverse mortgages.  The more I learned, the more I fell in love with the benefits that these loans offered seniors in the right situations. Over time, I began helping some of my my income tax clients get reverse mortgages and eventually, I dedicated the majority of working life to helping retirees live better by creatively helping them to get a reverse mortgage.

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“This was my best experience ever getting a loan. Craig is a very knowledgeable and caring person. He made the entire process easy and smooth for me. I highly recommend using Craig's services.”

Linda

A Couple of Real Life Stories

Maria got very sick and was unable to continue working. Her Social Security wasn’t enough for her to live on so she approached me looking for options. I was able to help Maria get a HECM that eliminated her monthly house payment and provided enough cash to pay off her other outstanding debts. She was thrilled to be able to stay in her home and now uses her free time to help others, which makes her happy.

Ken and his wife Mary had been looking forward to retirement for quite some time. But, Ken had to keep on working part-time just to make ends meet. I was able to help this couple get a monthly payment from a HECM line of credit that allowed them to pay off their mortgage and eliminate their car payment. Best of all, their credit line continues to grow each year and Ken no longer needs to work. Mary and Ken are now very happily retired and are enjoying more time together doing the things they love to do.

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This information is not intended to be a substitute for legal, tax or financial advice. Consult with a qualified attorney, accountant or financial advisor for additional legal or tax advice. These materials are not from HUD or FHA and were not approved by HUD or a government agency. * There are some circumstances that will cause the loan to mature and the balance to become due and payable. The borrower(s) must continue to maintain the home as their primary residence, pay for property taxes and insurance and maintain the property to meet HUD standards or risk default. Credit is subject to age, minimum income guidelines, credit history, and property qualifications. Program rates, fees, terms, and conditions are not available in all states and subject to change.