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Mission Statement

Our mission is to provide financial peace of mind to our clients, during their golden years.

Our Big WHY

Many seniors find themselves unprepared or underprepared for the financial curve balls that life throws at them when they are at or approaching retirement. Golden Age Financial Solutions seeks to create and promote financial freedom for the folks who helped build this country into what it is today. We strive to provide that financial freedom by offering access to the most suitable products for their situation. Our commitment to our core values of honesty, integrity and loyalty ensure that our clients receive the highest level of customer service.

Who We Are

Golden Age Financial is a local, family owned California corporation. We opened our doors in November of 2015. We saw a need in the Reverse Mortgage market that wasn’t being filled. The process, the product, and the experience were extremely frustrating and confusing to clients, and we knew that needed to change.

What We Do

We offer a very unique approach to the entire process, whether you are considering your first Reverse Mortgage, or you’ve done several of them. We’ve streamlined the loan process to close within 45 days, so that we have happy, educated clients, who refer us business all the time.

How We’re Different

We’ve taken the initial financial risk out of the process for our Clients. We do this by covering the upfront cost of the Appraisal. We only recover the cost when the loan closes. If your loan gets denied, then you never pay for the Appraisal.
*Clients must complete HUD Counseling, complete and sign a loan Application, sign all necessary Loan Disclosures per the Federal and State guidelines, and provide all necessary financial and legal documentation needed for Submission, prior to the Appraisal being scheduled.
**If the loan is Approved, and the Client choses to withdraw, then they are responsible for reimbursing the cost of the Appraisal to the Company.

Licensing

  • Company NMLS ID – 1445843
  • California Corporation BRE # 02001497
  • California BRE Officer Identification # 01784172