Allow me to introduce myself, I’m a Certified Financial Planner (CFP), and owner of “Retirement in Reverse” here in Carlsbad.  

As a CFP, I understand how important it is to be able to collaborate with individuals who can provide Competent, Objective Advice for your clients.  I would welcome spending a few minutes with you to explain how we can collaborate to assist your clients in gaining access to their home equity in today’s turbulent markets.   Up to $5M can be available depending on home value.

I’m unique in that I have no conflict of interest in working with you as I do not sell Real Estate, Financial Products nor enter to any Planning Engagements.

Please review my website www.RetirementinReverse.net

If you have an interest in having a conversation, let me know a good day and time to have a call.