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Tax Planning and Retirement Cash Flow Strategies
for Mature Clients in Transition

• Silver Divorce • Downsizing • Reverse Mortgage Consulting • Paying for Care
• Calculating & Deferring Capital Gain Tax • Pension Analysis • Retirement Income Distribution Strategy

“Mary Jo Lafaye and her team did an outstanding job helping my mom secure a reverse mortgage. I highly recommend Mary and her team for being professional having great follow through and guided us through a very difficult process."

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Office: 415-259-4979 

Cell: 650-440-8934
Email: info@MaryJoLafaye.com

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Mary Jo Lafaye, NMLS 246222 

Home Equity Retirement Specialist

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1000 4th Street | Suite 875 | San Rafael, CA | 94901

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