Grateful to Move

Many 55+ homeowners bought for the school district and are now empty nesters. A reverse mortgage for purchase can enable buying the next home with no required monthly mortgage payment, while Prop 19 may allow eligible homeowners to transfer their tax base and keep property taxes comparable - often lower with a smaller home.

Purchase a new home, keep low taxes, skip the mortgage bill!

REALTOR ® | DRE #02200615

Prop 19 strategist and off-market specialist helping clients unlock exclusive opportunities and maximize their buying, selling, and investment potential.

• Expert in sell-buy-invest coordination, guiding clients through seamless transitions with strategic planning and market insight
• Known for delivering creative, customized solutions that provide access to off-market properties and optimize financial outcomes

Reverse Mortgage Specialist | NMLS #354400
Expert in Reverse Mortgage for Purchase, senior lending, and retirement-friendly financing.

• Expert in Reverse Mortgage
• Guiding 55+ buyers through payment-free purchase options, counseling requirements, and equity-protection rules.

• Doors & check-in (light refreshments) - 15 min
• Welcome & context - 5 min
• The 55+ reality - 5 min
• Reverse Mortgage for Purchase 101 - 15 min
• Prop 19 overview - 10 min
• Sell-and-Buy Same-Time playbook - 10 min
• Live Case Study (SF / Peninsula) - 10 min
• Q&A - 15-20 min
• CTA - 5 min: Book your free Move-Smart Plan consult at help desk