Is a reverse mortgage right for you?

It can be scary making a major decision concerning your biggest investment, the place that means the most to you. Deciding whether a reverse mortgage is right for you takes much thought and consideration. We hope that the material on our website helps you in this endeavor, and even better that we have the opportunity to get to know you and serve your financial goals personally. 

Please don't hesitate to contact us today for a no-obligation reverse mortgage evaluation. We would love the opportunity to speak with you.

If you are located near Bank of America Stadium, located in Charlotte, NC, or live in one of our charming rural communities surrounded by Counties such as Mecklenburg, Union, Iredell, Cabarrus, and Davidson, Gaston, Catawba, and many more throughout NC - we are known here for lots of restaurants, coffee shops, and parks. Not to mention, Charlotte is a major city and commercial hub in North Carolina. Its modern city center (Uptown) is home to our nation’s Banking headquarters for many large Banks, the Levine Museum of the New South, which explores post–Civil War history in the South, and hands-on science displays at Discovery Place. Uptown is also known for the NASCAR Hall of Fame, which celebrates the sport of auto racing through interactive exhibits and films.

We are proud to have the opportunity to teach you about reverse mortgage loans in the comfort of your home or over the phone if you wish. We have local knowledge and resources from living here that can help explain any underwriting conditions that may come up.

***FREE BOOKLET***
Download our writeup on “Mitigating Sequence of Returns Risk, Security and Uncertainty”:

DOWNLOAD HERE