REGISTER NOW FOR OUR FREE SENIOR OPTIONS REAL ESTATE PLANNING SEMINAR. Click here for registration.

What is a real estate planner? It is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goals of families and individuals.

Who needs a       ?

Are you Facing Residential Challenges?                                           

• Is your home too big?
• Are there too many stairs?
• Is it too much work to maintain?
• Do you need to bring in care?
• Do you need to move, but donʻt know where? 

Are you Facing Investment Challenges?

• Are you tired of tenants, toilets, termites and trash?
• Are you concerned about Capital Gains tax?
• Are you worried about family disputes?
• Are you able to divide up your real estate?
• Have you determined where and when is the best time to move?
• Have you planned and coordinated your next steps?

Are you feeling overwhelmed with next steps?

Have you:

• Accumulated years of "stuff"?
• Worried about the maintenance of your home?
• Had trouble deciding when and where to move?
• Struggled with planning for future care?
• Been concerned about Capital Gains tax?
• Worried about family disputes?
• Wondered about dividing your Real Estate?
• Determined where and when is the best time to move?
• Planned and coordinated your next steps?

Let us help you build and transfer wealth through real estate with 10 tools that help make sound decisions.

1. Current portfolio analysis
2. Current market analysis
3. Impact of interest rates
4. Equity analysis
5. Capital gains tax assessment
6. Asset performance test
7. Renovation and repair analysis
8. Generational wealth building
9. Compounding value chart
10. Family feud prevention plan

Our associates can coach you through use of the tools so you can make sound decisions about your or your parents' future

• Determine where and when is the best time to move
• Prepare your house for sale including:
  • Decluttering
  • Packing
  • Decide repairs and/or renovations
• Plan and coordinate next steps