Retirement solutions – whether you’re saving for retirement or already retired.

The Mortgage Retirement Professor uses an innovative combination of financial asset management, reverse mortgages, and annuities to create a “personal pension” that provides lifetime income

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Where are you in your retirement journey?

Retirement Funds Integrator (RFI)™

In or near retirement? The Professor’s Retirement Funds Integrator – RFI for short – might enhance your life during retirement.

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Retirement Saver

Saving for retirement, but not enough? The Professor’s Retirement Saver may help Overcome Your Procrastination

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Explore how RFI can enhance your retirement

Features and Benefits of RFI

The Retirement Funds Integrator (RFI) integrates three major components of a retirement plan that elsewhere are treated separately: financial assets, annuities, and HECM reverse mortgages. Their integration in RFI has many potential advantages for retirees.

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View an example of an RFI retirement plan

RFI uses interactive charts to show how spendable funds are generated – for life – during retirement. These charts are at the heart of RFT retirement plans.

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See which RFI option might be best for you

We understand that all retirees are different, and we designed RFI to be flexible in developing a retirement plan that fits your specific situation.

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