How it works
I’ll show you how to maximize your income in retirement.
I provide clear, factual guidance on reverse mortgages based on your specific financial situation.
Sometimes a reverse mortgage isn’t the answer. What sets me apart is that I’ll tell you when it’s not.

Personalized Options
My programs are tailored to meet the unique needs of each individual and family.

Planning
Together we assess the needs and goals of everyone involved in the process.

Video Appointments
Whenever I can, I enjoy meeting my clients in person. Sometimes this isn’t an option so phone and video appointments are always available.

My Promise
Sometimes a reverse mortgage isn’t the answer. If it’s not, I’ll let you know. Some of my best referral sources are from people who never got a reverse mortgage. I just guided them with solid advice and financial restructuring. I don’t sell when people don’t need.
What my clients say….

Working with Richard was a breath of fresh air. He was always available when we had questions and never rushed us. He explained everything in a way that made sense and walked us through each step, which took all the stress out of the process. The entire transaction was smooth from start to finish, and we felt confident the whole way through thanks to his professionalism and patience. We highly recommend him.
The Hildebrandt Family, Mesa, AZ

I was nervous about looking into a reverse mortgage, but working with Richard made all the difference. He was always available to answer my questions, took the time to explain how everything worked, and never made me feel rushed or pressured. He handled each step clearly and professionally, and what I expected to be stressful turned out to be a smooth and surprisingly simple process. We’re very happy we chose to work with him.
Lavada Anderson, Oklahoma City, OK

We talked to other lenders first, but felt rushed and pushed into a quick decision. Working with Richard was the exact opposite. He took the time to go through our financial situation and showed us how a reverse mortgage could help—without trying to force anything. He answered every question we had (and there were many), returned calls quickly, and made everything easy to understand. Because of him, we completed the process feeling confident, informed, and relieved. We couldn’t imagine doing this with anyone else.
Charlie and Gretchen Baker, Phoenix, AZ
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Call or text 602-730-4545 today!

