Don Graves, RICP®, is the president and founder of the Housing Wealth Institute and an Instructor of Retirement Income at the American College of Financial Services. He is considered one of the nation's leading educators on incorporating housing wealth into retirement income planning.
Don's specialty is his ability to summarize more than 20,000 advisor/client engagements over two decades into practical, easily to implement, back-of-the-napkin, common sense concepts. His strategies help assets mangers, insurance agents and hybrid advisors attract new clients, strengthen existing client relationships, and generate more revenue.
Don has been quoted in Forbes Magazine, featured on PBS-sponsored shows, recognized as one of the American College's 11 Retirement Income Alumni you need to read, and authored Housing Wealth: 3 Ways the New Reverse Mortgage Is Changing Retirement Income Conversations. He is a sought-after professional speaker, and his workshops are helping advisors across the country to grow their practices.
HECM Advisors Group | The Housing Wealth Institute
Increasing numbers of professional advisors are taking a holistic approach to preparing long-term financial plans for their retirement-age (or near retirement-age) clients. They consider all factors that make up their clients' economic profiles including family circumstance, personal lifestyle goals, and financial condition. This holistic approach enables clients to make more appropriate financial decisions.
Since 2000, we have been dedicated to providing truthful and relevant content and conversation to help advisor's start the housing wealth conversation with their retirement-age (or near retirement-age) clients. With a 30-year history, the newly restructured HECM Reverse Mortgage has stood the test of time, unlocking home equity and optimizing the retirements of thousands of individuals. It is here to stay and play a major role in retirement income planning.
The first challenge we help professionals face is providing truthful, relevant, and specific information to their clients about reverse mortgages. We strive to offer educational material, free of lender advertisements, on specific products, case studies, and examples of how other advisors are using Reverse Mortgages to enhance lives, solve problems, and insure risks.
Secondly, we help professionals identify competent, reliable, and qualified Reverse Mortgage specialists. These individuals have the depth, integrity, and experience to help objectively evaluate Reverse Mortgages (and their alternatives) and see if they appropriately incorporate into the client's retirement income plan.
