Marty Appel Email & Phone Number

► The job of a trusted advisor is to guide their clients to make the best decisions for themselves, their families and their financial future. When clients are in or near retirement, the overall objective changes from accumulation to distribution, which has a significant impact on how their wealth is managed. Often seniors will turn to their Financial Planners, Elder Law Attorneys, Estate Planners, CPAs, or even Realtors for guidance on how to retire in the most financially responsible way.Often the challenge many seniors face is that a significant portion of their net worth is locked in their home value and they feel pressured to sell just to fund their retirement. It doesn’t have to be this way.► There are 3 questions all trusted advisors need to ask their retired or retiring clients:➊ Is it important to you to stay in your home for your lifetime?➋ Are you concerned about having enough money in your IRA to last throughout retirement?➌ Do you need to increase cash flow while minimizing your tax-liability?Yes, we are talking about a reverse mortgage, which is a powerful financial tool that is completely underutilized by retired homeowners. Often trusted advisors steer away from a reverse mortgage because they are not aware of financial benefits that their clients can leverage. ► If you have clients that are in or near retirement, I invite you to have a conversation. As a trusted advisor, learning about alternative products will make your advice that much more valuable to your clients. On our call, I will share product and strategy insights that may be of value to your clients now or in the future. Feel free to email me directly LM_Appel@yahoo.com or call 510.701.2167.

• Role listed

  Department Of Real Estate

  San Leandro, Ca, Us