Customer Testimonial: Peace of Mind and Control Over Personal Finances from HECM

Homeowner’s Reverse Mortgage Provides Peace of Mind and Control Over Personal Finances in Retirement

Claudette found herself looking for more financial flexibility and control in retirement.

With her HECM, she has the choice to not make monthly mortgage payments, which gives her the freedom to invest that money in landscaping and property improvements without stress.

She sees tremendous value in how this loan helps retirees who could use extra cash flow while still maintaining the equity in their homes.

As she says about working with me, “He was there every step of the way I could call him and he would answer the phone. He would be there that same day or the next day. He was always available. He has all the time in the world to let you know and explain all the varying degrees of a HECM.”

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Video Transcription:

Claudette

I live in a royal grande in the central coast of California in San Luis Obispo County.

It’s a lovely place to live. People are friendly.

It’s an artist community.

This HECM that I have, I have the option to make payments on it or not, and the peace of mind when I’m busy and I’m putting money into landscaping or somewhere else improving the property.

I don’t have to worry about a mortgage.

I can see how it would benefit so many people that want to retire and perhaps need an extra income and not pay a mortgage payment, but have the equity in their home. So that’s a bonus for a lot of retiring people.

I first met Leslie because I was selling my house. I love talking about Leslie because the man had so much energy and he is so accommodating.

He was there every step of the way I could call him and he would answer the phone.

He would be there that same day or the next day. He was always available.

He has all the time in the world to let you know and explain all the varying degrees of a HECM.

I didn’t want it, but based on the trust and the faith I had in Leslie, I went with it.

I would recommend a HECM to family and friends.

Also, my daughter and her husband sat in on the explanation. Leslie made it available to them to understand it.

And from that, my daughter has recommended the HECM to her friends and people. It might be an advantage for them.

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