Our Services

Selling Your House

Value Assessment

• Current Property

• Second Homes

• Investment Properties

Current Value

• Determine Cost Preventative Improvements (upgrades)

• Equity Analysis

Maximizing Your Sale

• Deferred Property Maintenance

• Organization and removal of personal items to give potential buyers a vision of their new home

• Ensure the dismantling of entire house to meet seller's needs

Protecting Your Equity

Providing your advisors with detailed information

• Impact of Tax Ramifications

• Capital Gains Deductions

• Benefits of 1031 Exchange - Postponing taxes

• Medicaid Recovery

Our Services

Planning for Selling

Our goal is to assist clients in making the right decision for their current home, including assisting with contractors if necessary, for deferred maintenance and organization services.

Options for the Profit of Your Equity

Working closely with client's attorney and financial advisors for reinvestment and estate considerations.

Plan for Purchasing

Our goal is to assist clients by providing many avaialable options for future housing needs. Possibly moving close to family or with family. An establsihed or new neighborhood, leisure community, or assisted living, always keeping location and safety int he forefront.

Providing Each Client Options to Meet Their Individual Needs for the Next Phase of Life

• Moving closer to family or possibly a multi-generational home

• A community that reflects clients' interests and leisure activities, with close access to lifestyle needs.

• Second home considerations with options for income generation properties

Financing Matters and Capital Gains

• Optimizing profits for current home

• HECM Reverse Mortgage benefits and costs

• 1031 Exchange Programs

• Benefits of Property Titled in Trust