As a CPA, you power financial success. CHEIFS® gives you another lever to pull.
Adding Value
to What You Do Best
Why CHEIFS?
Most clients’ home equity sits dormant. CHEIFS (Cornerstone Home Equity Insurance/Investment Funding Solutions) converts it into cash for tax-advantaged planning, retirement, or risk management — without adding debt.
CHEIFS is now integrated into Wealthy and Wise+, enabling side-by-side modeling of status quo vs. CHEIFS-funded scenarios.
- Compare status quo vs. CHEIFS-funded plans
- Evaluate long-term net worth, liquidity, and estate outcomes
- Preserve invested assets while accessing new liquidity
- Support best interest and due care standards
How it works
Meet Jeff & Kim
Jeff and Kim Rodgers, both age 55, wanted to convert their $800,000 pension balance into a Roth IRA but faced a $320,000 tax bill that would have forced them to liquidate investments. Instead, they used CHEIFS to access $324,837 of their home equity to pay the conversion tax — keeping their portfolio intact and their growth potential unharmed. Modeled in Wealthy and Wise+, the CHEIFS-funded scenario increased their liquidity by more than $2.7 million by year 40, creating greater long-term flexibility.
This entire process was outstanding. Tyler and Colleen are excellent and prompt communicators — this was a smooth and awesome deal. I’m very impressed with them, and with Cornerstone!
