As featured in
Why SixtyFive?
Built for seniors
If you’re approaching retirement or have already retired, your home's stored-up value can support your desired lifestyle, reduce costs and act as a bridge to delay opening saving plans or the liquidation of assets.
Confidence
Have you saved and invested enough to support the amount you need annually over your expected lifetime? SixtyFive gives you the financial confidence to plan with a fixed income that can provide many years of desired distribution to live the way you want.
Transparent
No hidden fees, or complicated financial terms, We provide a user-friendly dashboard that can be easily accessed with all the information you need, including your available balance and monthly and historical spending.
Flexible
SixtyFive gives you an extra source of retirement income at the pace you need. With total flexibility and no monthly payments, you decide how and when to spend and repay.
Affordable
No origination fee or monthly payments are required and our management fee accrues only on the outstanding balance you use. Your home belongs to you and so does its appreciation.
How it works?
From pre-qualification to completion, our 4-step application process is quick and easy.
1. Pre-qualification
Click on Get an estimate to start the application process and get an estimate of your monthly amount. There is no commitment.
2. Verification
For an accurate final offer, fill out our application form which helps us get to know more about you and your property.
3. Signing
Review the legal materials which include the Trust and Sub-Trust agreement and the deed where the SixtyFive Trust is added to the title. Invite family, friends or any legal consultation to join you on a phone call with our staff. When you are ready, use our e-notary service to sign all the documents.
4. Completion
Congratulations! You have been approved. Within twenty-four hours you will be on your way to financial freedom with your virtual card and then four business days later with your physical debit card.
The Trust highlight
SixtyFive was created to help retirees age in place with a flexible supplemental income without incurring additional costs or risk of foreclosure. Using our unique trust investment structure, we provide a monthly income during your retirement years that can be repaid at your own pace or upon sale of the property.
As featured in
You’ll be surprised by how simple it is
watch the video!
It’s your time
Relieve
financial stress
Cover your living expenses, free up cash and avoid more debt burden.
Build a versatile
retirement plan
Optimize Social Security and 401(K) withdrawals and avoid selling investments or the liquidation of assets.
Cover rising
healthcare costs
Prepare and plan for unexpected or ongoing long-term care which can increase with age.
Age in place
Retire comfortably in the place you call home without losing your quality of life.
Prepare for the
unexpected
For home repairs, tax hits or even the passing of a significant other, remain confident and protected with a reliable liquid income.
Make your retirement
dreams come true
Whether it’s a dream vacation, a home improvement, or helping to pay your grandchild’s school tuition, make these years count the way you want.
Blog
CMS Slider
Our Partners
