Is a Retirement Mortgage Right for You?

Answer 8 quick questions to see how your home equity could support your retirement.

No credit check and we hate spam too: We don't share or sell your info with anyone.

How would you describe your current retirement income? *

Very comfortable; more than enough

Comfortable but could be more flexible

Adequate, but I’m watching expenses closely

Tight, monthly costs are a concern

Not sure yet / still planning

Do you currently have a monthly mortgage or home equity payment? *

No, my home is paid off

Yes, but it’s manageable

Yes, and it limits my lifestyle

No, but I'd like to renovate or move

Which retirement priorities matter most to you right now? (you can choose more than one) *

Predictable monthly cash flow

Staying in my home long-term

Preserving savings and investments

Funding healthcare or in-home support

Helping family or planning a legacy

Traveling and/or making the most of my time

How do you currently feel about using home equity in retirement? *

I see it as a tool if used strategically

I’m open but need more information

I’m cautious and don’t know much about the options

I’ve heard mixed things and feel unsure

I haven’t really thought about it yet

Using home equity is a foreign concept to me

If you could improve ONE thing about your financial picture, what would it be? *

Reduce monthly expenses

Increase flexibility for travel or enjoyment

Create a safety cushion for the future

Protect retirement accounts longer

Not have to worry about daily expenses like groceries and gas

Looking ahead, which statement(s) feel most true for you? *

I want my money to last as long as I do

I want to enjoy retirement without constant financial stress

I want options if healthcare or housing needs change

I want to make smart decisions before I’m forced into an uncomfortable situation

I’m still figuring out what’s possible

Your Results are Ready!

Your results will be shared with you on the next page. Please provide your contact info to access them. We will not share or sell your information; it will only be used to keep in touch and provide you valuable information about elevating retirement.

First Name *

Last Name *

Phone

Email *