Model Client Profile: In a perfect world I would attract clients with this profile.
The Client Profile which, I am most compatible and can do the most good for, based on my product lines, education, training and experience are those people:
Age 62 or older (both partners).
Have at least one heir they wish to leave a legacy for or at least preserve their residuary estate for.
Homeowners with home equity in the range of 55 - 85% of their home value.
Retired, or approaching retirement and at least retirement minded.
Goal oriented toward Capital Retention, looking for growth and resisting spending down their money.
Have Capital assets (not including real estate value) between $500,000 and $2,000,000.
Capital Preservation is the most important thing to them. They are more concerned with the return of their money rather than the return on it.
Willing to invest the time to learn new concepts.
This Site is Not Tax or Legal Advice. Always consult Legal Counsel and Your Tax Advisor. Content of website are the sole opinions of Robert Fulton & does not necessarily reflect those of Fulton Financial Consultants, Inc.'s Investor/Lenders or insurance companies or other product vendors. Because one of my product lines is that of Reverse Mortgages I must state the following: If the borrower does not meet loan obligations such as taxes and insurance, then the reverse mortgage will have to be repaid." The Terms, benefits and features shared as accurately as possible on best efforts basis and subject to change without notice. Therefore please discuss any decision making specifics with Robert Fulton 360-222-3236. "This material is not from HUD or FHA and has not been approved by HUD or any government agency."