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Welcome to LifeSteps Aging Resources
Generational Lender
Generational lending focuses on helping individuals and families make informed financial decisions about their homes while planning for long-term financial security. Through expert mortgage and reverse mortgage guidance, clients can better understand how their home equity can support retirement goals, financial flexibility, and multi-generational planning. This service helps homeowners evaluate their options and develop a strategy that aligns with their personal and financial needs.
Key Features:
Mortgage advising with over 20 years of experience
Reverse mortgage guidance and expertise
Certified Liability Advisor (CLA) support
Certified Reverse Mortgage Professional (CRMP) expertise
Lending services available in all U.S. states
Personalized financial and home equity planning
Guidance to help clients understand their options and long-term financial possibilities
Certified Liability Advisor
Dan Summerfeldt is a highly experienced mortgage advisor specializing in generational lending and long-term financial planning for homeowners. With over 20 years of mortgage advising experience and extensive expertise in reverse mortgages, Dan helps individuals and families understand their options and make informed financial decisions. As a Certified Liability Advisor (CLA) and Certified Reverse Mortgage Professional (CRMP), he provides trusted guidance to help clients develop strategies that support financial security, home equity planning, and retirement goals across generations.
