About Us

Our Story

Retirement Funding Solutions was created to address and solve one of the most significant challenges facing the Baby Boomer Generation today — Being Financially Prepared for Your Retirement Years.

RFS is committed to educating retirees and their families on the value of a product that was first created by the when President Ronald Reagan was in office.

The Home Equity Conversion Mortgage (HECM), also known as the reverse mortgage, was designed to help homeowners utilize the equity in their homes as a means to ensure a peaceful and secure transition into one’s retirement years.

Many financial advisors are now realizing the value of this product as one of several overall financial planning tools.

The TEAM at RFS is committed to you and are here to assist you on your time, not ours.

Our commitment to you is that the educational process will be based upon an honest, ethical and open dialogue. Our goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.

Our Mission

We are dedicated to providing honest, ethical, and personalized assistance, integrating our financial tools seamlessly into your retirement vision.  

Our Values


At Retirement Funding Solutions, we hold education as a core value, believing that knowledge is the key to financial preparedness in retirement. We are dedicated to providing retirees and their families with the information they need to make informed decisions about their financial future. 


We are committed to conducting our business with the highest levels of integrity. Our entire process is built upon honesty and ethical practices, ensuring that retirees can trust us as a reliable source of guidance in their retirement planning journey. 

Client-Centered Approach

Our team’s primary focus is on our clients. We are here to assist on their terms, recognizing that each individual’s financial situation is unique. Our commitment is to provide personalized and attentive support, integrating our dialogue into the existing network of trusted advisors, whether it comprises family members or a team of financial professionals.