Our Services

Helping Marin seniors unlock home equity with care and clarity.

Reverse Mortgages
A smiling senior couple reviewing mortgage documents at their cozy Marin County home.
A smiling senior couple reviewing mortgage documents at their cozy Marin County home.

Tailored reverse mortgage plans designed for Marin residents aged 55 and up.

Golden Gate Bridge framed by autumn leaves, symbolizing stability and trust.
Golden Gate Bridge framed by autumn leaves, symbolizing stability and trust.
Happy senior woman enjoying a sunny day at a Marin County park.
Happy senior woman enjoying a sunny day at a Marin County park.
Consultations

Personalized sessions to understand your financial goals and options.

Support every step of the way, from application to closing.

Full Support

FAQs

What is a reverse mortgage?

A reverse mortgage lets seniors tap home equity without monthly payments.

Who qualifies for one?

You must be 55 or older and own your home in Marin County to qualify.

How is the loan repaid?

The loan is typically repaid when you sell the home, move out, or pass away.

I’m here to guide you through every step with care.

Are there risks involved?
Can I keep my benefits?

Yes, reverse mortgages generally don’t affect Social Security or Medicare.

A cozy Marin County home with a sunlit garden and senior couple enjoying the porch.
A cozy Marin County home with a sunlit garden and senior couple enjoying the porch.
Marin Hills Retreat

Quiet neighborhood, spacious rooms, peaceful views.

$750K

Charming single-story home near the Golden Gate Bridge with a senior couple walking nearby.
Charming single-story home near the Golden Gate Bridge with a senior couple walking nearby.
Interior of a bright living room with large windows overlooking Marin County hills.
Interior of a bright living room with large windows overlooking Marin County hills.
Golden Gate View

Sun-filled rooms with stunning bridge views.

$820K

Seaside Cottage

Cozy, near the beach, perfect for relaxation.

$680K

Senior couple enjoying a walk in downtown San Rafael with local shops in the background.
Senior couple enjoying a walk in downtown San Rafael with local shops in the background.
Modern kitchen in a Marin County home with natural light and senior-friendly features.
Modern kitchen in a Marin County home with natural light and senior-friendly features.
Backyard garden with blooming flowers and a comfortable seating area for seniors.
Backyard garden with blooming flowers and a comfortable seating area for seniors.
San Rafael Gem

Close to town, updated, easy living.

$790K

Quiet Valley Home

Peaceful setting with garden and patio.

$720K

Marin Cozy Nest

Warm interiors, perfect for seniors.

$700K