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net worth

Is most of your net worth tied up in your home?

UncategorizedBy Kristi SullivanMay 23, 2017

For clients who have most of their net worth tied up in their homes, finding a way to use that equity to pay bills is a must. If you are feeling your retirement income is too tight and you meet the eligibility requirements, using your home equity through a home equity conversion mortgage may be…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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