Need to apply for a mortgage?
I help seniors and their families navigate retirement, housing decisions and life transitions with personalized guidance, practical planning tools and connections to trusted resources.
Welcome
Planning for retirement and life’s transitions can feel overwhelming. Senior Planning Advisor offers clear guidance, practical resources and personalized support to help seniors and their families make informed decisions about real estate, mortgages, housing and senior living options in Southwest Florida and beyond.
Whether you are planning ahead, considering housing or mortgage options, organizing important information or looking for trusted senior services, I am here to help you navigate your next chapter with greater clarity and peace of mind. Ready to talk about your next chapter? Schedule a conversation with me at a time that's convenient for you.
With more than 40 years of experience in real estate and mortgage services, I help seniors and their families navigate housing decisions, financial options and life transitions with greater confidence.
As a licensed real estate broker, mortgage broker, Senior Real Estate Specialist and Senior Transition Specialist, I provide personal guidance, clear information and connections to trusted resources based on each person’s unique needs and goals.
Organize important personal, household and emergency information so you and your family are better prepared for the future.
Explore options for aging in place, downsizing, selling your home or finding a property that better supports your changing needs.
Understand traditional mortgages, refinancing, reverse mortgages and other financing options that may support your retirement goals.
Connect with professionals and service providers who can assist with legal planning, insurance, healthcare, home maintenance and other senior-related needs.
Your Senior Planner Guide
Download this free guide to help you plan your future.
Planning ahead can make life’s transitions easier for you and your family. This complimentary guide helps you organize important personal, financial, medical, household and emergency information in one convenient place.
Use it to record essential contacts, identify trusted decision-makers and prepare for unexpected events. Request your free copy today and begin creating a plan that provides greater clarity, confidence and peace of mind.
Important Information
Senior Planning Advisor provides general information and assistance connecting individuals with appropriate resources. Legal, tax, investment, insurance and medical advice should be obtained from qualified professionals in those fields.
Mortgage programs are subject to borrower and property eligibility, lender requirements and program availability. Reverse mortgage borrowers must continue to meet applicable loan obligations, including paying property taxes and homeowners insurance and maintaining the home.
Any professionals or service providers referenced through this website are independent, and Senior Planning Advisor does not guarantee or warrant the services they provide.