Chris is fair and competent, and the education that he provides is clients is extraordinarily valuable. I am most please by his willingness to put his clients interests ahead oh his own!
Chris has identified several leading edge Financial Planning strategies to integrate with his expertise in HECM. These are things a CFP should know about to provide the best planning advice to their clients. A reverse mortgage has a number of potential advantages when it comes to holistic financial planning. It should no longer be viewed as only a tool of last resort. Besides being a really smart guy on top of his game Chris is also very accessible and he can help Financial Planners improve their knowledge too!
Excellent service. I dealt with many different people over the years and Chris was far and away the most knowledgeable and competent of all. His attention to details is second to none. He goes above and beyond.