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ABOUT US

Why we are the preferred source to help you improve your retirement.
Our highly trained, local advisors will meet with you personally so that we may understand your needs completely, and help you select and structure the reverse mortgage so that it is a right fit for you and your circumstances.

  • We are an approved lender with the Federal Housing Authority (FHA), and the US department of Housing and Urban Development (HUD). 
  • We are proud members of the National Reverse Mortgage Lenders Association (NRMLA) and strictly adhere to its Code of Conduct which puts the needs of our seniors first.
  • A+ rating from better business bureau.
  • We e licensed by California Department of Real Estate, California Department of Corporations, and the National Mortgage lenders System.

Why you should do business with HomeSafe.

The agents and staff at HomeSafe have extensive knowledge and expertise in the field of retirement planning. This profession not only includes knowledge of the products available, but importantly the experience of which product or service to select to achieve the desired financial improvements. This takes a careful combination of many years of research and experience to understand how to create the optimal balance. It is equally important to have the wisdom and maturity that age brings yet enough youth and energy to establish and implement a proper plan. While the advisors and staff at HomeSafe posess these strengths, it is our compassion and love for what we do, that sets our company apart.

Our business, and what we focus on, is your financial improvement and well being during retirement. This usually involves improving and increasing your cash flow (many times by 30%-100% of your current cash flow). While increasing cash flow is important, it is not the only important thing to consider or achieve during retirement. It is equally important to ensure and safe guard the continuance of your income stream during retirement. After all, none of us wish to run out of money before we run out of life! 

We also want to protect ourselves against unforeseen risks to our retirement. If we're fortunate to have saved enough for retirement and do not use all of our funds before we pass away is important that these assets he transferred to our desired heirs without being squandered to unnecessary taxes.

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