Savvy Retirement Finance Insights
Rethinking the Reverse Mortgage
Many people have preconceived notions about reverse mortgages as a last resort financial tool. You may be thinking "I do not need a Reverse Mortgage."
In fact the Reverse Mortgage has evolved into one of the most powerful financial planning tools available to people age 62+.
Hi, I am Toney Sebra, and I have helped many clients improve their financial outcomes and enjoy a more successful and sustainable retirement picture. I work in tandem with Financial Advisors, CPAs and Estate Planning Attorneys to strengthen a holistic financial plan.
Research indicates a reverse mortgage paired with a sizeable investment portfolio improves retirement outcomes.
I can show you how a Reverse Mortgage can be used to:
- Improve cash flow from paying off a mortgage.
- Get tax-free income.
- Reduce withdrawal drain on investment accounts.
- Pay for in home care or other expenses.
- Save on taxes.
I am happy to answer your questions on a free, no-obligation call.
Just call 916-799-6114 or contact me by email using the form below.