Live a Mortgage Free Life

WOULD NOT HAVING A MORTGAGE PAYMENT HELP YOU ACHIEVE A BETTER RETIREMENT? IF SO CONTINUE READING!

WHO WE ARE

It’s not magic. It’s math.

Founded in 2022 and now serving clients nationwide, Mortgage Free Life represents the culmination of years of hard work, careful research and innovation from founders and program architects Shawn Shea and Matt Evans. We help clients pay off their home debt much faster and with a much smaller interest bill than traditional mortgages, all while creating tax-advantaged retirement income for the rest of their life.

Proverbs 22:7 The rich rule over the poor, and the borrower is slave to the lender.

Our mission is to help our clients break the chains of debt so they can effectively grow their wealth and live a Mortgage Free Life.

OUR NUMBERS SPEAK FOR THEMSELVES

The average Mortgage Free Life client ...

01 pays off their home in five years

02 saves over $100,000 in interest paid

03 creates tax-advantaged retirement income for life

HOW WE HELP

Two birds. One solution.

A Mortgage Free Life plan represents a smarter way to pay for your mortgage and secure an income stream for your retirement, all at the same time. So, how does it work? By leveraging existing insurance and home equity products in tandem, we create a best-of-both-worlds outcome that helps clients of all asset sizes secure their nest and their nest egg.

A partner for your wealth and mental health.

The biggest problems often call for the most innovative solutions. A plan with Mortgage Free Life can help address these common financial and retirement concerns:

• Rising interest rates
  
• Running out of money in retirement
  
• Market fluctuations
  
• Increased tax rates
  
• The rising cost of health care and long-term care
  
• The diminished impact and potential insolvency of Social Security
  
• Unexpected health issues or the death of a spouse

WHO WE HELP

Go ahead. Make yourself at home.

At Mortgage Free Life, our top priority is always doing the right thing. That means taking the time to find out if you’re an ideal client for our program. It isn’t a good fit for everyone, but if you’re a disciplined spender and budgeter, chances are we can help improve your situation.

With our plans, asset size doesn’t matter as much as income-versus-expenses — in fact, that’s our No. 1 predictor of success. The larger the monthly profit in your household, the better our plans work. With a few data points from you, our nationwide network of advisors can determine within seconds whether you’re an ideal candidate for a Mortgage Free Life plan. Are you ready to find out?