Trusted Advisors and Reverse Mortgages
Working Together to Protect Clients, Preserve Wealth, and Plan Wisely
Why Trusted Advisors Matter in Reverse Mortgage Planning
For many seniors, a reverse mortgage is one of the most important financial decisions they’ll make. That’s why Home for Life Reverse Mortgage works closely with financial advisors, attorneys, CPAs, and estate planners to ensure every client receives the well-rounded, responsible guidance they deserve.
We believe reverse mortgage decisions are strongest when made collaboratively—with trusted professionals at the table.
Who Are Trusted Advisors?
Trusted advisors may include:
- Financial Planners and Wealth Managers
- Certified Public Accountants (CPAs)
- Elder Law and Estate Attorneys
- Tax Professionals
- Insurance Agents
- Care Managers or Fiduciaries
These professionals play a vital role in helping seniors evaluate how a reverse mortgage fits into their overall financial and retirement strategy.
This was the best thing I ever did. Dealing with Todd Woodcock was wonderful; he walked me through it and gave me lots of information. Questions were answered anytime with no pressure. I contacted my Financial Advisor and with counsellors they help you to know if it's right for you. And that you understand it all. Now, no more worries about taxes and insurance.
I HIGHLY RECOMEND TODD WOODCOCK. HAVE PEACE OF MIND NOW!
I HIGHLY RECOMEND TODD WOODCOCK. HAVE PEACE OF MIND NOW!
Todd was professional, communicative, and an expert in this field. He did an amazing job and made the reverse mortgage process a pleasurable experience.
Todd went above and beyond to assistant my parents with their reverse mortgage. He was patient and explained the process from beginning to end. I'd recommend Todd to anyone exploring the possibility of a reverse mortgage. Definite 5 star experience.
If you are considering a reverse mortgage, then look no further than Todd Woodcock, certified reverse mortgage professional! He is extremely knowledgeable, explains everything carefully and thoroughly, is very prompt with responses and answers all your questions! He makes his clients his #1 priority! I recommend him highly. In fact, I run a lifelong learning center in Florida, and I am bringing him to my school to give a workshop on reverse mortgages.
Benefits of Advisor Collaboration
When we work with your trusted advisor, we can help:
- Evaluate how a reverse mortgage affects cash flow, taxes, and retirement income
- Plan for long-term care expenses or unexpected healthcare costs
- Preserve assets through strategic draw schedules
- Avoid disrupting government benefits like Medicaid or SSI
- Discuss estate planning and how heirs are impacted