Mutual of Omaha - David Garrison
(317) 644-2595
3131 Camino del Rio Suite 1100, San Diego, California, 92108
Business hours
| Monday | 8:00am to 6:00pm |
| Tuesday | 8:00am to 6:00pm |
| Wednesday | 8:00am to 6:00pm |
| Thursday | 8:00am to 6:00pm |
| Friday | 8:00am to 6:00pm |
About us
I have spent my career in sales and business management; recently selling and retiring from my own company after 36 years. I advised my mother on a HECM a number of years ago and it served her well as her assets dwindled and she could no longer manage her affairs. I practice what I preach. My wife Carol and I recently entered into a Home Equity Conversion Mortgage, primarily as a hedge against future market sequence of returns. I have always felt the the equity in one's home was a largely ignored asset that needed to be leveraged. The HECM has a very strong value proposition for us baby boomers and I think it important to be considered in one's retirement planning.