Why Work With A Certified Financial Planner?
To find a Mortgage plan that works for you
Let’s Work Together to Enhance Your Retirement Years
Ted A. Lange, CFP® will Provide Objective, Competent Advice about Mortgage Loans.
Ted has 30+ years of experience as a CFP® in retirement and business planning, as well as 12 year's experience using Home Equity Products products to supplement existing retirement plans. Ted will work side-by-side with your financial advisor to understand what your needs are in order to be able to recommend a plan that works. We ensure the client understands what is involved and that they are informed of the entire process. Ted is unique in that he has no conflict of interest working with your Financial Advisor as he does not sell financial products nor enter into any Financial Planning engagements.
THE STANDARD OF EXCELLENCE
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Legacy Mortgage Advisors can provide funds to:
- Pay off your mortgage
- Finance your retirement dream home
- Supplement your retirement
- Irrevocable line of credit that will grow as you get older
- Pay for healthcare expenses
- Home renovations
- Pay off credit card debt
- Travel
- Charitable giving
I hope you are able to assist many other homeowners seeking Reverse Mortgages as you helped my husband and me this year.
You explained the entire process, answering our questions, and led us to a successful and comfortable completion of all the paperwork. Some months after that, when my husband became ill, you kindly assisted me in obtaining some procedural changes from the mortgage lender.
I have greatly appreciated your knowledge of this field and your patience and assistance with the whole process. Best wishes for Retirement in Reverse!
- Stephanie J. | Oceanside