Building and Growing

• Looking to purchase your first home or investment property?
• Are you ready to move up or buy another property?
• Get started by learning how the process works and what tools available
• Gather market insight and strategies to help you be successful
• Understand lending options
• Sell to move up with strategic pricing and a proven marketing plan
• Learn how building equity can work for you down the road and help you build wealth

Seniors Real Estate Specialist

• Are your housing needs changing?
• Do you want to learn more about aging in place, downsizing, Independent, and assisted living options?
• How can your equity help?
• Learn strategies you can use to fund your next steps
• Design a plan that works for you on your terms.
• Get help decluttering, downsizing, and getting ready to list
• Connect with allied partners

Investments – Asset Performance, 1031 Exchange, Strategic Investment Solutions

• Do you have investment properties under performing? Do you know how they are performing?
• Does the property need costly improvements or maintenance?
• Explore other investment opportunities that may be easier or perform better.
• Understand different types of exchanges and find tax saving opportunities.
• Learn what your investments can do for you and how they can help you reach your goals

Legacy Planning & Family Feud Prevention

• How can you protect your heirs from tax liability on properties they inherit?
• How and when should you transfer property?
• Discover options for passing properties to your heirs.
• Develop a plan now to avoid conflict in the future.
• Allow children to pre-determine their inheritance if planned in advance