Welcome to Dan Turner - Geneva Financial, LLC
Dan Turner is a Principal Advisor for Akamai Wealth Management, LLC a "Registered Investment Advisor" registered in Hawaii. Dan is committed to incorporating home equity into retirement income strategies. This can bring long-term benefits like safety, stability, improved yields, access and wealth transfer. Dan is registered fiduciary. He will always adhere to the highest degree of integrity in all business dealings.
When it comes to federally insured Reverse Mortgages, understanding and utilization is key. Dan Turner's pledge to you, is to complete the understanding process, so you are able to help your Client build the best solutions for their present and future retirement strategy needs. He encourages prospective clients to invite family members to be a part of the discussion during the learning phase.
When it comes to Reverse Mortgages,
understanding is the key.
The Dan Turner - Geneva Financial, LLC teams's pledge to you
With careful consideration of your current assets, liabilities, investments and retirement/life objectives and goals, we will build a comprehensive plan and show you clearly the impact and benefit of incorporating your home equity and eliminating debt service. This can result in greater financial stability, lower taxes, asset protection, higher cash flow, and other relevant retirement benefits.
John is a widower who lives at home alone.
He would like to keep his home, but is having trouble making payments and meeting expenses. His monthly mortgage payment is $611. Even with both Social Security income and pension, he is still short by $187 per month…
What is a
Reverse Mortgage?
A reverse mortgage is a loan available to seniors over the age of 62 which allows them to convert equity in their home into cash. Simply fill out this quick form and see if a Reverse Mortgage is right for you.
