Signet Mortgage & Signet Reverse Mortgage Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Helping your clients preserve cash, unlock lifestyle options, and bring more confidence to their retirement plan.

We collaborate with financial advisors, real estate professionals, and other trusted experts to help clients unlock the strategic value of home equity in retirement.

There are many ways that accessing home equity strategically can improve retirement outcomes. Here are just two that stand out:

Refinance
For clients with no or low mortgage balance, refinancing into a reverse mortgage can create a line of credit that’s available for monthly cash flow, in-home care, or as an alternative to drawing down invested assets. The unused portion of the credit line grows over time—creating a flexible, tax-free reserve for future needs.

Purchasing a Home with a Reverse Mortgage
This option allows clients to right-size into a more suitable home—often closer to family or more accessible—without using all of their retirement funds. It can preserve cash, eliminate monthly payments, and expand options at a critical stage in life.

Of course, sometimes a reverse mortgage may not be the best fit—and that’s okay. We’re here to help clients and their advisors evaluate every option with clarity and objectivity.

We work best as part of the advisory team, helping ensure the chosen solution—whether it includes a reverse mortgage or not—is fully integrated into the client’s long-term financial picture. Whether we’re analyzing a downsizing plan, assisting with liquidity in retirement, or helping someone stay in the home they love, we bring insight, respect, and practical guidance.

Let’s have a conversation. In 15 minutes, we can explore how home equity could become a flexible and valuable part of your clients' retirement strategy.
Schedule with Clay 
https://api.leadconnectorhq.com/widget/booking/gvf4OnZmGGcY4Y3gbtkB

https://nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/168365

Sign up for free to view info

Company overview Email format