About Rebecca Porter

To empower retirees with financial solutions that enhance their quality of life through personalized guidance, integrity and patients . Giving  peace of mind in the retirement years.

When I was young and in high school, I thought I would be

 going into the medical field but then I fell in love and that changed the course of my life. I married young, and with my husband in the military, I thought having a career in cosmetology would transition well

with all the future moves ahead. I enjoyed helping build people's confidence. We ended up settling in Washington after he completed his time in the service. I decided to head back to school and take a few financial classes. I loved economics and investing, but sadly ended up putting school on hold because we were purchasing a new home, and we just didn’t have

the extra funds to put into my education. It was a devastating blow, but that pause in my education led to a wonderful time of my life.

 In my late 20s I had my son and couldn't dive into a new finance career at this time. I loved being a full-time mom, but when my son became school aged and my days were freed up, I decided it was finally my time to enter

the financial world and become a loan officer. 

Through the years, I have experienced the ups and downs of the market. I know firsthand how hard one needs to work to save money.

I really found my passion not just in loans, but specifically in helping seniors stay in their homes by accessing the equity in their home in a safe way. It gave me that purpose I had been looking for. But in the middle of all the crazy economic times, I experienced a major life change, twice! I found myself single in my late 30s and again in my late 40s. I realized that being prepared for major changes and retirement is more important than ever. I was

spending my days helping others prepare for their later years, and going through it myself gave me a newfound empathy

 and compassion for my customers.

I want each person to know that they are worth all my time. I like to keep in touch with my clients long after the loan closes. I am extremely blessed to have found my career. I not only get to show my outgoing, energetic, caring side, but the best part truly is serving the incredible seniors I get to meet.

When you hire me to help you fund your retirement, it’s not a one and done transaction. I'm here as a resource for all things in life. I'm excited that I can offer multiple reverse loan programs that can be customized for your specific needs. I love working with seniors and helping them live a fulfilling retirement. My goal is to leave a positive mark on each person

I meet. I am always honored to help make an impact on such an incredible generation of people.

Retirement life review. What does this mean? We will explore how life is working for you now , what you would like to change, how we can change it, what legacy are you wanting to leave. Explore the strategic use of  home equity. Does using your homes equity make sense for you?  

Call, text or email