Our Approach

Our approach is simple. We believe every senior that owns a home, deserves access to his home’s equity, in order to secure his future and make his life easier.  Whether it means to extend his retirement funds, delay accessing his social security benefits until 70 years of age, pay for “in home health care” or simply take a well deserved vacation, a Senior Equity Line of Credit is the "golden ticket".

Our Story

While Albert has experience and is licsensed to provide financial services, such as retirement plans, annuities and insurane products, Albert specializes in helping Baby Boomers prepare for the "golden years", utilzing his skills as a National Mortgage Loan Officer and National Real Estate professional. If you or someone you know wants to learn how a "senior equity line" can extend your exisiting retirement, please call my direct line at (626) 798-8300 x 700.

Meet the Team

2015-02-15 08.34.11

Albert L Jones

Founder & CEO

Albert has been working in the Financial Services industry for over 25 years and he takes pride in personally custiomizing a savings / investment / retirement stratagey to meet the individual needs of his clients.

NMLS # 1001865 / DRE #01250342

Next Steps...

Want to know how much you qualify for? Call or email us to request your FREE Senior Equity Credit Line evaluation.