We are not just bookkeepers. We are partners who share an interest in the long range financial health of your business. We bring clarity to what the numbers actually mean for your business; a deeper understanding. We are interested in our client's businesses, not just their business. The bottom line: We do more to help you grow.
MPFA is an independent, fee-only, financial advisory firm dedicated to helping individuals, families and businesses achieve their financial goals. Because integrity matters, MPFA adheres to the fiduciary standard, putting our clients' interests first in all financial planning and investment management matters. Client assets are custodied at TDAmeritrade or Schwab. Initial consultation is without cost or obligation. Let's talk! Advisory services are offered through Integrated Advisors Network LLC, a SEC Registered Investment Advisor.
A few benefits of a HECM:
* Access to a line of credit.
* Purchase a new home.
* Liquidity for long term care planning.
I am a licensed Reverse Mortgage Specialist with Mutual of Omaha Mortgage. I have over 38 years of experience in reverse mortgage field, including 22 years in the financial services and mortgage industries at Wells Fargo Bank and Mutual Of Omaha. I have been the recipient of the prestigious "President's Club" honor for the past 16 consecutive years. I have been honored with providing numerous trainings, seminars, and panel discussions to deliver matter of fact information and
learning knowledge to groups ranging from Novato and San Rafael Chambers of Commerce, Financial
Planning Association, The National Association of Insurance and Financial Advisors, and the Marin Bar Association to name a few. I am actively engaged with The Marin Realtors, North Bay Realtors, Women Council of Realtors, CAL CPA, and Section on Aging.
Just a few ways that a Reverse Mortgage can help my clients are:
Access to a line of credit.
Purchase a new home.
Liquidity for long term care planning.
Originally established in 1982, Nor Cal Mortgage of Marin is a local mortgage company specializing in residential mortgage lending. We are licensed for lending in the state of California. We work hard to find the right loan product to fit each client’s specific situation and then guide that client through their purchase or refinance with expert care and communication. We are honest, diligent, and truly care about serving the best interest of our clients above all else. That is what sets us apart from the rest and makes us “The Trusted Mortgage Broker You Can BANK On”
San Rafael, CA
NMLS # 230939