Our Company
MoneyIdeas provides financial solutions for Seniors 62 years or older. We accomplish this using the reverse mortgage, a powerful financial tool. We assist them in accomplishing
their goals. We take pride in advancing
our client's goals. In the process, we
often serve the professional community as well,
providing reverse mortgage solutions to meet
their clients needs.
Proven Leadership
MoneyIdeas For Mature Adults is a HUD
approved mortgage brokerage firm
headquartered in San Jose, California. We are licensed to conduct business in California. Licensing is pending in Tennessee, Hawaii and Indiana. The executive team has over 47 years
of combined experience in the areas of
sales, marketing, and management of real
estate, real estate mortgages and estate and
financial planning. Over the past 12 years, they have focused on senior financial products.
Enriching the Lives of Seniors
At MoneyIdeas for mature
adults, our mission is to financially enrich
the lives of seniors aged 62 and over. The reverse mortgage creates
cash and eliminates existing debt, including
existing mortgages, without adding the
burden of another monthly mortgage payment.
Socially Conscious Company
MoneyIdeas for mature adults
was born with the “socially conscious”
concept in mind. As a financial advisor
specializing in senior financial products
over the past 12 years, Elliott Bowman,
founder says “I was enthused to discover how
the reverse mortgage could enhance the
financial security of many older homeowners.
“But although it’s an outstanding financial
product providing a solution for many seniors, we must realize it’s
not necessarily the solution for all
seniors.”
Hiring Practices
Our hiring practices reflect
our understanding and concern of the issues
most important to seniors. This not only
includes the financial part of the
transaction that seniors are obviously
concerned with, but also the dignity and
respect seniors deserve and expect to
receive when working with companies such as
ours. Our team of Advisors, Loan Officers
and Processors are carefully selected based
on their ability to understand and
effectively communicate with seniors. Their
exercise of patience and compassion is as
important as their ability to counsel,
advise and process the transaction.
Dignity, Respect, Patience and Compassion.
...Our Promise to you.
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We believe these principals set us apart
from other companies.
