Testimonials

  • With the Later Life Planning® system, we now can actually retire.
    With the Later Life Planning® system, we now can actually retire.

    Jeri Hannah, West Hills CA

    The Reverse Mortgage Planning saved us!
  • They created a budget and assisted with my mom's new living trust.
    They created a budget and assisted with my mom's new living trust.

    Pam Buddie, San Diego CA

    Later Life Planning® helped my mom age in place

  • Your Later Life Planning® and knowledge of living trusts was unsurpassed! Now with a Reverse Mortgage my dad receives enough cash to pay for his full time care givers at home, for the rest of his life. He also now receives many services that he did'nt know about!

    Your Later Life Planning® and knowledge of living trusts was unsurpassed! Now with a Reverse Mortgage my dad receives enough cash to pay for his full time care givers at home, for the rest of his life. He also now receives many services that he did'nt know about!

    Kathy Castallano, San Marcos CA

    Amazing Services
  • You guys really saved me! In order to pay all my expenses, I was dipping into my savings every month. But with this new budget and Reverse Mortgage, I won't run out of money and I can stay in my own home.
    You guys really saved me! In order to pay all my expenses, I was dipping into my savings every month. But with this new budget and Reverse Mortgage, I won't run out of money and I can stay in my own home.

    Judy Wederman, Simi Valley CA

    Deserved payment relief!

  • With the Later Life Planning®, and Reverse Mortgage  you created, I can now afford an improved quality of life and long term health care costs.

    With the Later Life Planning®, and Reverse Mortgage  you created, I can now afford an improved quality of life and long term health care costs.

    Mary Bozanic, Santa Monica CA

    Now I can really retire!
  • With your advice, we have now protected our estate, increased our monthly cash flow and can finally take yearly vacations. I can't believe you even answered our calls while out of town!
    With your advice, we have now protected our estate, increased our monthly cash flow and can finally take yearly vacations. I can't believe you even answered our calls while out of town!

    John & Judy Perry, Gilroy CA

    Great Service