PROFILE

Combined we have over 30+ years of service in the financial industry. Our roles have included financial planning, loan approval, mortgage underwriting, mutual fund accounting, client services, document fulfillment, and other various managerial roles. Our background enables us to make well rounded unique recommendations to satisfy your current mortgage needs. If you are looking at purchasing a home,  refinancing, switching lenders or suggestions on Reverse Mortgage products, we have the tools to find you the ideal mortgage solution.

Our partnership was developed over our mutual sentiment towards assisting those who own a home and are looking for options in their later years of ownership. We specialize in helping our retired clientele convert home equity into a source of cash flow while retaining ownership in their home. In today's uncertain environment we believe strongly in the importance of keeping our loved ones in their homes while being able to access cash flows to satisfy needs such as home care, medication or simply the ability to take their Grandchildren out for ice cream, without worrying about the balance in their Bank Accounts. 

Our professional, yet personal approach to business resonates with our clients. We put YOUR requirements first, and will provide you with home financing solutuons to fit your individual needs. 

We are looking forward to asissting you along your home ownership journey- every step of the way!

Natalie & Rachel

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