• Mission Viejo Reverse Mortgages
    Advisors Reverse Mortgage Financial Advisors
  • Reverse Mortgage Advisor
    Ongoing and Recent Changes
  • Reverse Mortgages Mission Viejo
    Our Mission

Reverse Facts


You have questions…we have answers!  Reverse FactsReverse Mortgages are some of the most talked about loan options today.


If you, or someone dear to you is thinking about a Reverse Mortgage and wants to know all the FAQ’s, be sure and visit our helpful page filled with all the answers about Reverse Mortgages.


Understand the Details of a Reverse Mortgage

Academic Research


Steven Sass, PhD - Johns Hopkins

Retirement Research, 03/17


Wade Pfau, PhD – Princeton, CFA

Advisor Perspectives, 12/14


Gerald C. Wagner, PhD – Harvard

Journal of Financial Planning, 1/14


John Salter, PhD – Texas Tech, CFP

Journal of Financial Planning, 12/13


Read More Recent Academic White Papers

Reverse Calculator


Reverse_Calculator*Results are estimates
 

Click here to get more info on this Calculator?

This Month’s Blog

Guiding Principles


The following principles represent the commitment we make to each client we are given an opportunity to serve.

 

  • Without exception, we will… Ask questions and listen to our clients in order to fully understand their needs, goals, and concerns.
  • Come from a place of empathy…We are sensitive to the fears and confusion that surround reverse mortgages.

Read more >>

 

 

Complimentary Consultation

Why I Do What I Do


 

See What Our Clients Are Saying…

  • Connie

    Connie Horstkotte, CFP®  CERTIFIED FINANCIAL PLANNER™ Professional Financial Adviser, Retirement Planner 

    Kent has the unique ability to present/explain complex matters to something simple and understandable which results into Aha moments.

  • Adam Heany

    Adam Heaney  VP, Sales Emery Financial 

    Kent Kopen is one of the most detailed and thorough loan professionals I have ever met. He has a keen way of articulating a borrower’s overall net-worth and needs and presenting a sound loan solution that helps them accomplish their goals. In the area of Reverse Mortgages, Kent is someone I would trust implicitly with my own parents’ or grandparents’ financial needs.

  • Todd Ballinger

    Todd Ballenger   - Lending Clarity and Confidence since 1989... 

    I see a strong analytic capability that breeds trust. I feel when I talk to Kent that he’s providing what he knows based on a thorough review of the possibilities. I see a keen penetrating mind, and a strong desire to help others better understand through sharing of wisdom/understanding. You give me confidence, your voice rings true.

  • Dan Lee

    Dan R. Lee  Principal at SolarCap Consulting Group, LLC 

    Kent is a consummate professional gifted with an extraordinarily high level of head and heart balance. His intellect and command of complex factors and business analytics is matched only by his ability to simplify and communicate them through his insight into the human condition. This balance makes Kent an excellent Teacher and Leader, as we would certainly want more people to be just like him. Anyone can offer advice. Few provide wisdom. At the risk of being cliche’, Kent is truly a Trusted Advisor with a foundation set in wisdom, integrity, intellect and empathy.

  • Dan N

    Dan Ninowski Jr.  Senior Client Engagement Manager at First American Title 

    Kent is an exceptional leader, teacher and coach. While his knowledge base in many facets of the mortgage and financial industry is above and beyond most of his peers, he has the ability to deliver a given message in a way which anyone can clearly understand whether you are his subordinate, peer or client. Kent is also one of the most ethical, trustworthy and loyal people I have worked with and know. He has a strong family and faith base which keeps him grounded yet hungry to do more in life.

  • Tim Newville

    Tim Neuville  Serving successful individuals to help organize their financial lives, so that they can enjoy their life to the fullest 

    Kent brings real value to the table in serving client meet their financial goals. I had him speak at my class at UCI an he made it informative and very entertaining.
    A true professional and pleasure to work with.