Stress-Free Retirement Mortgage Success Stories

Retirement should be your time to relax and enjoy life. But for many, it brings financial stress instead. Discover how homeowners just like you used Summit Mortgage’s Retirement Mortgage to transform their golden years from stressful to successful.

John’s Story – From Sleepless Nights to Peaceful Retirement

At 75, John was losing sleep over mounting medical bills. Despite Medicare coverage, out-of-pocket expenses were draining his savings.

“The uncertainty of future health costs left me anxious,” John recalls. “Then I learned about Summit Mortgage’s Retirement Mortgage. By unlocking the equity in my fully paid-off home, I received a steady stream of income to cover medical expenses without worrying about payments. Now, I can focus on my health instead of my bills.”

How a Retirement Mortgage can help you manage healthcare costs:

  • Access tax-free cash for medical expenses
  • Eliminate stress over unexpected health costs
  • Maintain your standard of living while managing long-term care

Linda’s Journey – Retiring on Her Own Terms

At 68, Linda wanted to retire, but rising costs made her worry about making ends meet without a steady paycheck.

“I wanted the freedom to enjoy retirement on my own terms, not dictated by financial stress,” Linda shares. “After getting a Retirement Mortgage, I began receiving monthly payments from my home’s equity. With no mortgage payments to worry about, I gained the financial freedom to retire comfortably, travel, and enjoy time with my family.

Benefits of eliminating mortgage payments with a Retirement Mortgage

  • Improve monthly cash flow
  • Retire earlier and on your own terms
  • Fund your dream retirement lifestyle

Is a Retirement Mortgage Right for You?

Take our quick quiz to find out if a Retirement Mortgage could be the solution you’re looking for:

  • 1
    Are you 62 years or older?
  • 2
    Do you own your home or have significant equity?
  • 3
    Are you looking for ways to supplement your retirement income?
  • 4
    Do you want to eliminate monthly mortgage payments?
  • 5

    Are you concerned about covering future medical expenses?

If you answered ‘yes’ to two or more of these questions, a Retirement Mortgage could be a great option for you. Contact us today to learn more! Join John, Linda, and thousands of others in finding your financial freedom.

A Retirement Mortgage from Summit Mortgage can help you live more comfortably, free from financial stress. Whether you’re looking to cover healthcare costs, eliminate mortgage payments, or secure a stable income stream, we’re here to help.

Still have questions? We’re here to help. Schedule your free, no-obligation consultation with one of our Retirement Mortgage experts today. Call us at 805.358.3926

Request a Free Consultation Today

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We’ll walk you through all your options, answer any questions you have, and help you make the best decision for your financial future.

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(805) 358-3926

Summit Mortgage & Investment Co. | Long Court, Suite 101 | Thousand Oaks, CA 91360 | (805) 358-3926