Customer
Stories

See how Finance of America customers have used their home equity to navigate life’s changes, pursue what matters most, and create more financial flexibility for the years ahead.

One home. A new chapter together.

Martha is used to setting her own course. After running her own insurance agency for 36 years, she carried that independent streak into retirement—and into a new idea she and her daughter Jen had for their homes.
 The two have always been close. And maintaining separate houses in gated communities came with what Martha called "a lot of overhead." So, they asked: What if, instead of living apart, they created one space that worked for them both?

Helping family now, and later

Devotion to family led retired professor Craig Smith, 76, to buy his home in Long Beach, California, in 1997. The duplex allowed him and his ailing mother to share a home and still have their own spaces. Though his mother passed away years ago, Craig’s commitment to his family remains an important motivation in his financial decisions. With a HomeSafe reverse mortgage loan from Finance of America, he can enjoy his retirement and lend a helping hand to his family.

Turning unused equity to travel and fulfillment.

When Susan bought a fixer-upper in Hermosa Beach, California, at age 26, she never expected it would be her home for the rest of her life. But 40 years later, at 67, she's thrilled to have been able to experience so much in her beloved house. And thanks to a reverse mortgage from Finance of America, Susan can look forward to many more years in the home she loves. "There's much history and so much good feeling about all that has gone on in this home all through these years. I'm so very grateful for this house and excited I can remain in it," she says.

How Ann is thriving in retirement

Everyone’s path to retirement is different. There’s no such thing as an identical, repeatable retirement plan. Sometimes, a plan is rife with challenges or complicating circumstances that are as unique as the person trekking on that path. In Ann’s retirement journey, she realized that some changes needed to happen with her house. Her home was getting worse with time and, in Ann’s words, “everything needed to be done.” In addition, she also had to help clear out belongings from her parents, two sets of grandparents, and cousins. Every room was filled with things that they left behind. Ann felt she had a few options and likely had to sell the place.

For me, it was a life-changing experience

A love of art has driven Steven to focus on what matters most to him and his wife. After a successful career practicing real estate and business law, Steven was beginning to feel slightly slighted that time was passing by so quickly, that he may not be able to do everything he wanted to. At the age of 75, Steven had developed a new hobby of practicing art, which was pulling at his heart while putting a new perspective on his priorities.

January 1, 2025

The entire process was made simple by those people whom I talked. From start through the end, they explained everything, and everyone was friendly and knowledgeable. I would recommend to anyone. Start to closing took about a month and 1/2 which is rather fast compared to past experiences.

January 8, 2025

Everyone that I had contact with was professional, polite, knowledgeable, and friendly. They took the time to listen to what I was asking/saying…Phone calls were returned very promptly.

January 22, 2025

“Finance of America was very thorough and kept me informed of the status and next steps…They clearly had the experience needed to get the job done.”

January 23, 2025

Our experience was excellent. My sales agent was professional from the beginning to the end... It was life-changing for our situation.

January 25, 2025

This experience was so far above my expectations. Carla made this process so easy and alleviated so much stress in my life. I’m disabled and house bound. At every point Carla was caring, helpful, empathetic, knowledgeable and just plain GREAT! I will refer everyone I know to her.

January 27, 2025

Both loan officer and loan processor provided excellent customer service all the way until my loan got closed… I am very happy with my decision to go with this company.

January 29, 2025

Every person I spoke with was professional, helpful, knowledgeable, and friendly. I was kept advised of everything through the entire process. I would not hesitate to recommend this company.

January 30, 2025

The staff is extremely helpful. They are caring and have a lot of patience especially as they are dealing with the elderly.

February 6, 2025

The people are knowledgeable, courteous, explain and communicate what is happening during the process from beginning to end. They are not there just to close on a loan.

February 28, 2025

I liked the agent I worked with at Finance of America. The process was done over the phone and I faxed and photocopied a few documents, which was much simpler than I anticipated. We own our home outright, and we were about to start having issues with paying our property taxes. The reverse mortgage was the best way to go. It's helped immensely.