Kenneth Jilek
Helping Families Use Home Equity for Care, Comfort & Legacy | Reverse Mortgages | CLTC
- Role
- Owner - Money Valve Mortgage at Tokio Marine HCC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Owner - Money Valve Mortgage
Nov 2024 — Present · Dallas, TX, US
As retirement approaches, evaluating all financial options is essential to securing a stable and comfortable future while aligning with personal and financial goals. One often-overlooked asset is home equity, which can be a powerful tool for retirees aged 62 and older to achieve greater financial flexibility, eliminate debt, supplement income, or fund long-term care. For professionals guiding consumers through retirement planning, a deep understanding of how to strategically leverage home equity—along with its benefits and potential drawbacks—is crucial to helping clients achieve their retirement goals with confidence and security.
Education
Centre Linguistic Applique Besancon
French Language Immersion
The University of Texas at Dallas
Bachelor of Arts - BA
Skills
- Private Banking
- Retirement Planning
- Trading Strategies
- Commodity
- Life Insurance
- Asset Allocation
- Financial Analysis
- Hedging
- Portfolio Management
- Alternative Investments
- Investment Management
- Impaired Risk Life Insurance
- Wealth Management
- Long Term Care Insurance
- Foreign Exchange
- Securities
- Aviation Life Insurance
- Investment Advisory
- High Net Worth Individuals
- Strategic Planning
- Fixed Income
- Financial Risk
- Bonds
- Investments
- Leadership
- Equities
- Risk Management
- High Risk Life Insurance
- Asset Management
- Economics
- Financial Modeling
- Trading
- Derivatives
- Volatility
- Emerging Markets
- Futures
- Management
- Financial Markets
- Options
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