Personal Transitions Team

Closing a reverse mortgage doesn’t end here. Reliant dedicates itself to helping seniors and their families locate appropriate resources for their needs. Our personal transitions team is a network of senior experts to assist our families manage the process.

Reverse Mortgage Officer
As your Reverse Mortgage Officer, I will be your liaison to each of the experts if needed. Let me deal with the details!

Home Improvement Contractor
Our home improvement partner will assist you in any facet of senior based renovations, internal and external repair, roofing, basements and landscaping.

Senior Financial Planner
The senior financial planner will assist you in creating a financial plan to help you get the most out of your reverse mortgage

Eldercare Attorney
A consultation with an eldercare attorney can help answer any questions you might have on elder law such as estate planning, long-term care, wills, trusts and other legal matters of particular concern to you.

Home Health Care or Assisted Living
Our preferred home health care organizations and assisted living communities will help with any health related issue you might be facing.

Real Estate Agent
The real estate agent who specializes in working with seniors will assist in marketing your property and selling it for the highest possible price under the best terms.

Property Management Company
Should you need to rent your home, the property management company will serve as a liaison between you as the landlord and your tenant.

Life Settlement Agent
The Life Care Funding Group helps seniors utilize life insurance policies to fund senior living while preserving their family estates

Insurance Agent
The agent can renew, continue or increase insurance coverage. Also they can assist in life insurance, long term care insurance and other financial products.