Contact Us Today!
Phone: (949) 813-9974
Email: rofree@icloud.com

With 40 years of experience working in the Income and Estate Tax Planning industry, we know the best way to take income or structure the estate to minimize the tax burden associated with transferring the estate to Heirs.

We know that a reverse mortgage is a fantastic financial tool! It can be very creative in use and result in more benefit to the Home Owner. For example, since a reverse mortgage is flexible, it can provide additional income and relieve the responsibility of making a mortgage payment; all while you continue to enjoy the use of your property.

Contact us today to discuss the options available to you and/or other members of your family. Upon reviewing the strategies that can assist the retiree, we can provide options that just do not occur to the average Homeowner!



2075 Palos Verdes Dr N #213Lomita, California 90717