By earning the SRES® Designation, I have demonstrated the necessary knowledge and expertise to counsel clients age 50+ through the major financial and lifestyle transitions inherent in relocating, refinancing, buying, or selling a home.
I work with everyone including your family members involved to help you make the best choice.
My consultations are complimentary!
I can explain or give you referrals to trusted experts in:
- Specialized financing options, including accessing pensions, 401K accounts, and IRAs for real estate transactions
- Additional financing options, including reverse mortgages
- Real estate as an investment vehicle, including the 1031 Exchange
- Tax options, including senior exemptions on property taxes
Are you considering selling your home?
I can create a customized approach to marketing and selling your property. I can also connect you with referrals for people to assist with:
- Referrals to trusted Realtors® in other locations
- Moving, and more