A Few Words About Us New Beacon Financial
People often wonder why a former corporate attorney from Manhattan with an MBA from The Wharton School would become a Reverse Mortgage broker in Southern Florida. However, in many ways, I think my background makes me perfectly suited for this position.
I graduated from Boston University in the early nineties during a difficult economic period. With my business degree in-hand, I accepted the only job I could find at the time – as a registered mutual fund representative for the AARP Investment Program. For the next three years, I spent the period between college and law school providing Seniors with information regarding investment options for their retirement years – I ended up loving every minute of it.
After a long stint of practicing corporate law in Manhattan and later going on to earn my MBA, in many ways I find my career back where it started –helping Seniors with their retirement needs. One thing I remember vividly from those early years in my professional career was the difficulty of earning the trust of my clients. However, once I gained that trust, the gratitude that followed from them seemed endless. The challenge of gaining that trust is what drove me as a young man fresh out of college and it’s what drives us as a company today – we simply want to be known as Florida’s most trusted Reverse Mortgage Company.
Today our management team is joined by Carol Wasserman, as our branch manager. Carol has lived in South Florida for the past 11 years. Her career in this region started in community banking dealing with a large clientele of Seniors and she immediately sensed the rewards and challenges of dealing with the area’s uniquely older population. Carol understands that Seniors mostly want people to be honest with them and explain things in simple terms, so that they can feel comfortable. She has spent significant time in both the banking and mortgage fields and is happy to be back helping Seniors. It’s the aspect of her job she finds the most satisfying.
As a company, we are determined to change the reputation of Reverse Mortgages. We have a great appreciation for the skepticism surrounding this product (even though it’s mostly based on simple misconceptions) and we hope to get the opportunity to show you the flexibility and value this product can bring to individuals in their retirement years. We are not sales people and we’ll never try to convince you that the product is right for you – that’s your decision.
Every meeting we have, with every client, is an opportunity to show why we’re in this business and why we believe in Reverse Mortgages. We appreciate your time and will never be pushy. Reverse Mortgages are not for everyone and we hope to give you the information you’ll need to decide if it’s right for you. We will be there for you down the road if you have any future issues or concerns. Once you’re our client, you’re our client for life. So feel free to call us at any time with as many questions as you want. Whether you end up doing business with us, with someone else, or you don’t take out a reverse mortgage at all, we want to make sure you’ve received all the information you need to make an informed decision. So thank you for considering us, and most of all – Welcome!
Tom Simpson
If you have any questions or concerns about reverse mortgages, we strongly encourage you to contact us. Our reverse mortgage advisors are available to answer any of your questions at any time.
