What is the elephant in the room?

Making sure our seniors don’t run out of money before they die
It is my privilege to help our seniors
Jeff Mandels

Did you know?

39 counties in the state of Washington offer senior discounts on property taxes.


This is a strategy that saves seniors money and it makes a difference.
Click the button below to download details/paperwork for seniors to fill out.

Can We Still Rely On The 4% Retirement Withdrawal Rate?

Benefits of working with Jeff Mandels

Jeff Mandels is also a resource to Financial Planners, Attorney’s and CPA’s.

  • Maximize income – Jeff is a Social Security analyst that can help seniors get all the income they have earned.
  • Decrease expenses – if household income is below a certain level (and that varies from county to county) seniors should be paying less real estate taxes every month.
  • Increase cash flow – use a Reverse Mortgage (HECM)* to tap into the greatest asset most of us have… our home.
  • Apply a coordinated strategy – use a HECM along with a typical securities portfolio to create a cushion.
  • Manage Longevity Risk – create a Line of Credit with a HECM that continues to grow monthly independent of the value of the home.
  • Identify Hidden Assets – with a HECM that is hiding in plain sight.
  • Utilize the HECM – as part of a strategic backup plan.

*Home Equity Conversion Mortgage

State of Washington Property Tax Exemptions

Fill out the form below, to download the list.