A New Retirement Tool

You’ve worked hard your whole life to build your nest egg and create stability in retirement. Considering all options to ensure your assets are used in the most balanced and efficient way is crucial to long- term financial confidence. It is paramount that the financial strategies you implement today are sound, safe and specifically designed to guarantee long-term stability. One of those strategies for generating more financial peace of mind can be found in the new Home Equity Conversion Mortgage (HECM), commonly known as a reverse mortgage.
For the majority of retirees, the most significant and valuable asset is their home. How would you answer the following:

  • What is your home doing for your retirement?
  • Does your home play any significant role in your financial plan?
  • Do you intend on staying in your current home long-term or down-sizing in the near future?

Having answers to these questions and a plan for the future allows you to take the steps today to realize the benefits of tomorrow. Don’t leave your home and equity out of your complete retirement financial plan. Doing so may cause you to leave money and solutions on the table.
When you combine the insight and expertise of a knowledgeable and experienced financial advisor with the proven results of a focused financial product, like a reverse mortgage, you have placed yourself in a position of financial stability and retirement security.
We have helped countless seniors realize the benefits of a reverse mortgage and the reality of retirement peace of mind. We hope you find this guide insightful and helpful in educating yourself on the benefits of the reverse mortgage program and in understanding exactly how it can improve your own retirement today and for years to come.

Brian Thompson, CEO, Just Reverse Mortgage

If we can be of any assistance, don’t hesitate to call us at 801-990-5055.

Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm.. Insurance products and services offered through B.O.S.S. Retirement Solutions. Marketing materials provided by Infinity Marketing Services. Reverse mortgage loan origination services are offered through Just Reverse Mortgage (NMLS# 349667), a Utah licensed mortgage broker and subsidiary of B.O.S.S. Retirement Solutions. Brian Thompson is a licenses loan originator (NMLS # 22476). www.NMLSConsumerACCESS.org

To see a list of services please visit us at bossretirement.com/services.

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.We are not affiliated with any government agency including the Social Security Administration.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.990.5055