Sound too good to be true?
For many people life events trigger a change in their home. The triggering event can be marriage, having children, children moving out of the home, or even death. As we age and are no longer able to support our needs in our home, often this will lead to a stressful decision for family and loved ones when no plan exists. Sadly, many families react to these changes, rather than planning accordingly. Through our proven process, we take a proactive approach which will reduce family stress, simply your life and help you achieve your Real Estate and Wealth goals.
A Real Estate Planner 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 goals of the family.
Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past. What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life. As a Keller Williams (KW) Real Estate planner, our approach to real estate is different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals. You will be amazed at the difference. a Real Estate Planner can make.
We have carefully crafted each program to fit our clients' unique needs.
Our program is designed to help seniors plan a comfortable and secure future by providing guidance on financial planning, healthcare, and real estate decisions.
We offer a proven, distinctive, and highly effective listing and marketing strategy that has withstood the test of time and market dynamics. Our commitment to delivering 5-star service is reflected in the superb results we consistently achieve.
We will purchase your home in it's current condition, alleviating families from the significant tasks of renovations, decluttering, and the prolonged selling process. This enables families to complete the sale within weeks instead of months, facilitating a quicker transition for their loved ones to receive the necessary care
Creating a plan to utilize real estate assets that appreciate in value over time, generating passive income and capital gains, and leaving a legacy for future generations to inherit and benefit from.
If you are experiencing a divorce, we understand the important decisions and emotions involved. When it comes to your Real Estate, we have the expertise to guide you through the process.
The combined complexities of your estate executors duties and dealing with your emotional loss of a family member or friend can leave you feeling exhausted and overwhelmed. We can help.
An upscale approach to luxury real estate properties, offering personalized services and tailored marketing strategies to help clients achieve their high-end real estate goals.
We are grateful for the opportunity to give back to their community through volunteering, charitable donations, and acts of kindness, creating a ripple effect of positive change and impact.
Need to sell your Home? Get the help you need!
Our comprehensive home selling programs provide expert guidance and the support you need to successfully sell your home in today's competitive real estate market.
"Paying for Long-Term Care: The Essential Guild to Understanding and Funding Senior Care"
presented by Sierra Home Transitions.
4359 Town Center Blvd., Ste. 217 El Dorado Hills, CA 95762
Each office Independently owned and operated.
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