2007 went out on a very positive note for Mr. and Mrs. M. I was introduced to this special couple just a few months ago through a family friend of theirs who is a CPA and familiar with me and what I do. Referrals are always wonderful, but this one was particularly special because of the nature of the relationship between this couple and my CPA friend. She wasn’t simply referring a client, she was referring a couple with whom her family has had a special relationship for decades.
Mr. M had been contemplating getting a reverse mortgage for over 4 years. He’s a golfer, and he would ask friends of his what they thought of reverse mortgages. He got mixed opinions, but he kept looking into it. He wasn’t ready back them, but when the time was right, he called someone he trusted. When he called his friend, the CPA, she not only endorsed the reverse mortgage program, but told him she also knew someone she and they could trust with this important matter.
A few short years ago, Mr. M suffered a serious stroke. Though he is living a healthy and active life now, he knows that he’s not getting any younger and that he would be more at peace making sure his wife had no financial obligations which would overwhelm her or jeopardize their home in case anything happened to him. They live in a beautiful home in a quiet and clean neighborhood near Sacramento. They had lived in San Jose for decades before they decided to downsize and move to a more affordable community. They have one adult son who is living a comfortable life of his own, out of state.
I’m very excited for Mr. and Mrs. M. When we talked on New Year’s Eve, I could hear in each of their voices the joy they had knowing their mortgage payments were done, in addition to the sizable deposit in their bank account. One of the special memories I have of my new friends is the last time I visited them. After spending 30 or 40 minutes with them, they each walked me out, stood on the porch, arms around each other and waved to me as I drove off. Mr. M and I have a standing golf date once the weather improves.
Congratulations Mr. and Mrs. M! And Happy New Year!
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