Turning Home-Equity Into Life-QualityGet Started
As a Certified Mortgage Planning Specialist (CMPS) with extensive experience in the mortgage industry, I specialize in helping my clients find, structure and manage mortgage debt as one piece of a larger financial strategy.
I provide my clients with detailed home loan and debt structuring guidance that compliments their long term financial objectives, including college savings, retirement planning and other investment goals. With an understanding of financial planning concepts that relate to taxation, investment strategy, and estate planning, I work to create a personal strategic mortgage solution for my clients’ diverse financial needs.
I collaborate with advisors in other financial fields, and introduce other specialists for guidance as needed. The ability to assess and advise on all aspects of a client’s financial situation can minimize financing costs and tax exposure while building net worth – a benefit often missed when focusing on home loans exclusively. As part of a holistic mortgage and financial planning solution, I offer a wide range of services customized to each clients’ financial needs.
For homeowners, those looking for a first home and real estate investors alike, I focus on mortgage strategies that guide my clients through diverse and often challenging situations, including college planning, divorce and elder care. I also provide a wide range of commercial services to Corporations, Realtors, Home Builders and Financial Planners, including:
• Realtor Education Workshops
• Homeowner and Credit Management Workshops
• Builder Preferred Lender Solutions
• Financial Planning Workshops (FPA Board of Standards accredited)
• Employee Real Estate Benefit Plans Specialties: First Time Buyers, Rent vs. Own Analysis Equity Repositioning, Investment Analysis, Tax Efficiency Analysis Mortgage for Retirement Planning, College Funding, Divorce Planning, Elder Care Investment Property, Commercial Property, Cash on Cash Analysis
Based in Brentwood, CA
What Fairway customers are saying *
My wife and I really appreciated the huge financial help from Fairway Independent Mortgage Corporation. Our lives have been better than before. Thank you again.
Fairway was always professional, expedient, and truthful about the process of obtaining a reverse mortgage loan. No part of the process was concealed or confusing. It was a pleasure to work with Fairway and its representative.
This is an invaluable loan for seniors. The staff was terrific helping us navigate through the process and explaining the benefits this provides.
What is a Reverse Mortgage Loan?
A reverse mortgage is a unique loan that allows those 62 years of age and older to convert a portion of the equity they have built up in their homes into cash and defer repayment until they pass away or move out. The loan can provide you with cash that you can use now, help you develop a line of credit, and more, giving you more financial flexibility in retirement.
Benefits of A Reverse Mortgage
There are many incredible benefits to this unique loan, and it can be a great way way for you to feel secure in your retirement and provide you with the financial freedom you are looking for.
- No monthly mortgage payments except for taxes, insurance, and maintenance
- Growing line of credit (applies to unused funds)
- Increased discretionary cash flow
- Can sell YOUR home at any time
- Does not require payment until last living borrower permanently leaves the home
- Bridge the medicare gap
- Increase your purchasing power
Benefits of working with a Fairway loan officer in Brentwood, CA
We Deliver On Customer Service
Our customers experience some of the fastest turn times in the industry. The Fairway reverse mortgage loan process is designed to exceed expectations, provide satisfaction and earn your trust.
Each Fairway loan officer is required to attend live training classes before he or she can originate a reverse mortgage loan. Our Reverse mortgage planners have access to a dedicated support staff and ongoing weekly educational training calls.
National In-Person Appointments
Fairway has offices located nationwide with trained reverse mortgage planners, giving us the ability to meet with you in a face-to-face setting.