Challenge: The client has retired.  They owed a lot on their credit cards due to unexpected medical expenses.  They really want to travel while they can, but they were equity-rich and cash-flow-poor.

Solution:  We got them a reverse mortgage.  We paid off their credit cards and gave them access to a line of credit.  They eliminated their $ 3,500/month mortgage payment, along with their credit card payments, and can travel and breathe freely.


We are ready to help you find the best possible mortgage solution for your situation. Contact Sheila Siegel at Synergy Financial Group today.