Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Let’s Partner Up!

Many homeowners confuse the difference between “tax preparation” and “tax planning.” We believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.*

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Testimonials from Financial Professionals

Hear from your peers about working with our team.

NAIFA President

“What George does can help your clients at some point in your work with them, whether they are at the age of retirement now or will be…”

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NAIFA Member

“George is a wealth advisor and insurance agent’s best friend. He does a very good job of demystifying reverse mortgages.”

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NAIFA Member

“What I had thought about reverse mortgages was totally not true. You can imagine how clients are in the same boat.”

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NAIFA Member

“How do we fund what we’re trying to design? One of the biggest missing pieces of the puzzle can be solved…

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Financial Advisor

“When I sit across from someone I’ve been working with, and the weight comes off their shoulders…I’ve actually seen tears.”

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Find Out More About Our Loans,
Like How Much You May Qualify For.

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*The information in this advertisement does not constitute financial planning advice. Please consult a financial planner regarding purchasing an annuity and your specific retirement plan.

Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Many homeowners confuse the difference between “tax preparation” and “tax planning.” We believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.*

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Testimonials from Financial Professionals

Hear from your peers about working with our team.

NAIFA President

NAIFA Member

NAIFA Member

NAIFA Member

Financial Advisor

Find Out More About Our Loans,
Like How Much You May Qualify For.

Please fill out the form below and we will be in touch!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Many homeowners confuse the difference between “tax preparation” and “tax planning.” We believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.*

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Testimonials from Financial Professionals

Hear from your peers about working with our team.

NAIFA President

NAIFA Member

NAIFA Member

NAIFA Member

Financial Advisor

Find Out More About Our Loans, Like How Much You May Qualify For.

Please fill out the form below and we will be in touch!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

Find Out More About Our Loans,
Like How Much You May Qualify For.