We can make your dreams become a reality!

Real Estate

Here’s a quick note to let you know how we can help you or anyone you might introduce to us.


Kim and Steve walked into our office while here on vacation a year and a half ago. They loved visiting San Diego and dreamed of owning a second home here, one they could eventually move into when they retire. They knew it would be tough to qualify for a loan, and didn’t have enough liquid assets to buy without financing. They did, however, own their primary residence in Arizona free and clear.

We discussed the possibility of getting a reverse mortgage – a special type of home loan that lets you convert equity in your home into cash. Unlike a traditional home equity loan or second mortgage, no repayment is required until the borrowers no longer use the home as their principal residence. This turned out to be the perfect solution. Kim and Steve got an incredible deal on a stunning condo right next to the Del Mar Racetrack with fantastic ocean and track views – their dream is now a reality!


Whom do you know that needs some creative advice to help make their dreams come true? Be sure to give us a call to discuss how we might be able to help them.



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