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Home Retirement Plan

Clients in or preparing for retirement have come to us asking if there were better ways to get financially ready for what was supposed to be one of the most enjoyable and relaxing times of their lives – but not if they had to worry about the loss of income plus the inevitable increase in medical and related expenses.

Grandtag Financial offers a solution in which home owners could use the equity in their homes to attain a secured line of credit to finance their retirement. The underlying asset in place could also often help obtain a lower interest rate.

While clients may be attracted by this concept, they may not know exactly how the process should be. Our experts are here to not only show you how it could be done, but also the risks and profits involved.