You can tell Richard the actual goal.
You don’t need the right terminology. Tell Richard what you want to change, and he’ll start there.
Start with your questionAbout Richard McWhorter
A head for the numbers.
A heart for what comes next.
The home, the money and the family belong in the same conversation. Richard’s work is to help you connect them and put a useful mortgage option into practice.
Experience that connects the numbers with the next chapter.
Richard previously held a CPA license and worked at Price Waterhouse and Coopers & Lybrand. Real estate finance, development and executive leadership followed, with responsibility for financing, operations and major property decisions.
Today, he brings that experience to retirement mortgages. He understands why a household can have a strong balance sheet and still need a better way to fund the life it wants.
Richard works with homeowners and their families, along with CPAs, financial advisors, attorneys, care professionals and Realtors. Some conversations begin with a mortgage payment. Others begin with a move, a spouse, an expense or a question about what happens next.
Here’s what working with Richard should feel like.
You can understand the comparison.
He will review available proceeds, costs, obligations and the alternatives beside the potential benefit.
See the optionsYou can move forward with a plan.
If the loan fits and you choose to proceed, he will guide the mortgage work and include the people you authorize.
Request an illustrationWhat would you like your home to help you do?
Stay comfortably. Make a move. Keep funds available. Support a family decision. Richard can show what a mortgage comparison could make possible.