About Us
We educate pre-retirement and retired Seniors age 62 and above with alternatives to create Liquidity, Reduce Outlays or Expenses and Increase Cash Flow, utilzing existing assets.
How We Got Started
As a Retired Financial Planner with over 40 years experience (over 30 years in North County San Diego), and on Lockdown in my home, the news indicated people borrowing funds, using retirement funds, etc., to cover needed expenses. There are at least two assets which could provide funds to enhance their liquidity.
Recommendations Received (2)
"Lou Oberman has multiple financial solutions for seniors, senior life settlements which provides..."
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"Lou Oberman has multiple financial solutions for seniors, senior life settlements which provides upfront cash on the sale of an unwanted or unneeded life insurance policy and reverse mortgage solutions which help seniors monetize the equity in their homes."
"Lou is a "super seasoned senior". Lou is a USMC Korean War veteran. The man is an amazing man..."
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"Lou is a "super seasoned senior". Lou is a USMC Korean War veteran. The man is an amazing man on so many levels
Lou retired as a financial planner with decades of expertise and now educates seniors 62 years plus. One of his talents is to help clients discover exiting hidden assets to enhance their pre-retirement and retirement years.
call Lou. cell: (858)-427-1640
"
Products & Services
One Solution....We educate seniors with liquidity needs to consider selling their Life or Term Insurance policy(s)....if appropriate, for a larger ...
We educate seniors 62 and above with liquidity needs, to consider selling their Life or Term insurance policy(s) and/or a Reverse Mortgage. Both o...
Recommendations Given (5)
"When it comes to MediCare planning, Richard is an experienced professional working in the best..."
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"When it comes to MediCare planning, Richard is an experienced professional working in the best interest of his clients, and he especially cares for Seniors
He compares the various options based on client’s needs, quicky responds to concerns and is extremely service oriented.
Lou Oberman,$olutions 4 $eniors"
"She knows her business very well and is an excellent instructor.. She assisted me
several..."
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"She knows her business very well and is an excellent instructor.. She assisted me
several months ago and appreciated her patience."