Retirement (HECM) Mortgage Loans — Serving OR, WA, CA, TX

Empowering Your Retirement With the Safest, Most Secure Lending Instrument Available

I’m David Wesonga, Retirement (HECM) Mortgage Specialist with Barrett Financial Group.

I proudly serve homeowners age 55 and better who want to position themselves more securely and powerfully for retirement by leveraging Retirement (HECM) Mortgage strategies.

A properly structured HECM allows you to:

• Build a growing and compounding line of credit
• Create a growing emergency fund
• Protect your investment portfolio
• Gain an alternative, tax-free source of income
• Increase purchasing power
• Provide extreme spousal support protections
• Eliminate existing monthly mortgage payments
• And so much more

Important Advantage:
Your HECM line of credit cannot be capped, frozen, or closed, and it continues to grow—even in down markets.

My Purpose and Commitment

I specialize in Retirement (HECM) mortgages to expand the options available to clients as they approach retirement. My goal is to help you maximize all assets at your disposal, especially the one most people overlook—your home equity.

I am deeply passionate about teaching clients how to transform home equity into a high-performing income generator that strengthens portfolios, reduces financial stress, and can help people retire earlier with more security and confidence.

A Powerful Tool for Aging in Place & Long-Term Planning

The growing, compounding HECM line of credit has become one of the most effective financial tools available to older homeowners who wish to stay in their homes safely and comfortably.

Clients have used their HECM benefits to:

• Fund in-home care without draining investment accounts
• Pay for aging-in-place modifications such as roll-in showers, ramps, stair lifts, and accessible entryways
• Reduce the financial burden on adult children who often step in to help cover mortgage payments, care expenses, home repairs, or insurance premiums

It’s all made possible by the safest, most secure lending instrument you can take out in retirement or pre-retirement.

Your Needs Come First

I recognize that I am in the business of customer service—and my customers are my top priority.
My commitment is to:

• Listen deeply
• Educate clearly
• Serve ethically
• Exceed expectations
• Earn your trust
• Become your retirement mortgage consultant for life

I look forward to the opportunity to work for you and to help you build the retirement you’ve worked so hard for.