For some retirees, a standby reverse mortgage strategy combined with their saving may increase their chances of meeting their retirement goals. They would draw on a reverse mortgage when the financial markets are correcting and their account values are down and preserve their retirement accounts.
Reverse-Mortgages.US is a service of Beacon Rock Wealth Advisors, a registered investment advisory and financial planning firm in Camas, Washington.
Bill Roller, CFA, CFP(R), CMT is the president of Beacon Rock. He is licensed as a mortgage broker (NMLS #107972) in Washington and Oregon. Loans are originated through Prestige Home Mortgage (NMLS #14216) in Vancouver.
Your Next Steps
Get a quote on a reverse mortgage to find out how much money you could receive.