495 Washington St. Unit 1
Norwell, MA 02061
Other States Served: FL, NJ, NH, CT
Financial, Mortgage, Other
Exploring Your Options for a Quality Retirement, Getting Your Financial House in Order, Maximizing the Right Mortgage Strategies in Today's Market, Reverse Mortgages, Strategies for a Sustainable Income in Retirement, Women Approaching Retirement and Beyond
Patti began her career with the HECM in 2004, as she learned, alongside her dad, about the advantages the HECM program has to offer. Impressed by what she learned, she set out to make a career of helping retirees navigate their options; particularly with regards to existing home equity. Learning that incorporating Housing Wealth into retirement planning, the quality of retirement can greatly improve.
Working tirelessly with financial planners and retirement experts, Patti has developed a “team approach” when working with customers. “It is important for me to understand many aspects of retirement, to guide folks in the right direction”. Whether the decision is to sell and “rightsize” into a new home, or choose to stay where you are, Patti has the experience and expertise to help you utilize YOUR housing wealth to improve the quality of your retirement years.