Its not about us, it's about YOU!


Simplify Your life . . . Achieve your goals . . .

With a Real Estate Plan


The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property

The Complete Real Estate Planners


A family of Specialists & Companies that together evaluate what are the best solutions and how to accomplish them. We offer an array of services and programs that are connected by our values that our clients best interest is the only thing to consider. 

As our client you will experience Our 5 Star Service Promise:

We Truly Care & come from a place of service. We Give the Time & Attention you deserve. We Share our Knowledge & Experience We go the extra mile with a smile, Do things others cant or will not do. We will deliver Superb Results & Help you accomplish your goals

Doing Real Estate Differently- More than just a transactional Real Estate Agent

As Certified Real Estate Planners we help our clients build, protect and transfer generational wealth through Real Estate. Through Seminars & Strategy Sessions we educate and consult our clients and their families on investment strategies and asset performance analysis to ensure they are maximizing their portfolios.  

By having knowledge and being certified in 1031 Exchanges, Trust, Probate, & Delaware Statutory Trust we consult our clients on methods of deferring & minimizing their capital gains. We work closely with Tax Advisors, Trust & Estate Attorneys & Financial Advisors to make sure our clients are protecting and have a Complete Legacy Plan in place. 

As Certified Senior Transition Specialists we work with Seniors and their Families, educate them on their options, help the execute their plan, to ensure a smooth transition for the Senior and their family members. 

We have several unique and exclusive programs so our clients can take advantage of the solutions that work best for them.

We are more than just another Real Estate Agent, we are The Complete Real Estate Planners. 

The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property  
The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property  

ABOUT

US

We are KW Real Estate Planners!

Book a 15 minute Strategy Call

Our Mission

We build relationships based on TRUST, INTEGRITY and COMPASSION to deliver a life changing real estate experience.

The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property  

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The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property  

Our Vision

To change the lives of our CLIENTS, COLLEAGUES and COMMUNITY through real estate.

Meet The Team

The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property  

Cory Boldroff

Head Certified Real Estate Planner

I am a father of 6 kids, and I live my life as if they are watching over my shoulder at every moment and I want them to be proud of who their father is, see how to treat people and to do good in life.

I pride myself on my work ethic, knowledge and understanding of real estate, an advocate for my clients and having my client's best interest as my only consideration.

I take one day off a week of work, and I spend it playing Golf (my passion and obsession) and creating memories with my kids.

My grandpa told me at a young age, the number one thing to invest in is land, for its the only thing god is not making any more of. And the number two thing to invest in is Education and Knowledge for its the only thing they can't take away from you and when used right can overcome any obstacle.

Let's meet for a strategy session to help you build, protect and transfer generational wealth.

Carol Hunter

Ventura to LA County


Carol Hunter is a dedicated Real Estate Planner based in the Conejo Valley. She has a passion for assisting our senior community in transitioning to the next phase of life.

Through her personal experience, she understands the need to be informed and up to date on all the resources necessary to help with the transition process.

With her expertise and compassionate approach, she helps seniors downsize and navigate the complexities of relocation with ease and confidence.

Kim Hansen

Ventura to LA County

Kim Hansen is a highly experienced real estate planner with a specialization in the Conejo Valley and surrounding areas. Her primary focus is assisting families in building, protecting, and transferring generational wealth through strategic real estate investments. Kim takes pride in her role as a certified senior relocation specialist, where she lends her expertise to help seniors navigate the downsizing process, declutter their living spaces, and smoothly transition into the next phases of their lives.

One of Kim's core beliefs is in the importance of education and proactive planning for families. She understands the significance of having a well-thought-out plan in place before any potential crisis arises. By providing families with the necessary information and guidance, Kim aims to empower them to make informed decisions about their real estate investments and future.

Whether working with families to secure their financial future or assisting seniors in the downsizing process, Kim Hansen's commitment to professionalism, education, and thoughtful planning sets her apart as a dedicated real estate specialist in the Conejo Valley and its surrounding areas.

Mirna Tin

San Francisco and surrounding areas

Mirna Tin is a dedicated advocate for the American dream of homeownership and wealth creation through real estate. With a fervent passion for assisting first-time homebuyers and homeowners alike, she brings a wealth of knowledge and experience to the table.

Having served in various board of director roles within numerous non-profit organizations, Mirna has honed her leadership skills and cultivated a deep understanding of community needs. Now, as a prominent figure in the real estate industry, she utilizes her expertise to empower individuals and families in navigating the complexities of the real estate market.

Mirna's commitment to serving her community extends beyond her professional endeavors. She has organized and hosted a series of impactful events tailored to the specific needs of different demographics, including first-time homebuyers, living trust seminars, and events geared towards seniors. Through these initiatives, Mirna seeks to not only facilitate real estate transactions but also to educate and empower individuals to make informed decisions that align with their long-term financial goals.

With her unwavering dedication to client satisfaction, coupled with her extensive background in community engagement, Mirna continues to make a profound impact on the lives of those she serves, helping them achieve their aspirations of homeownership and financial security.

Kevin Beauchamp

Ventura to LA County

Kevin Beauchamp has specialized in Active Adult Real Estate Communities for nearly 20 years for both sellers and buyers. He worked mostly in the South San Luis Obispo Market since 2003, where he sold many new homes representing the buyer, as well as sold many resales in 55+ communities acting as the listing agent.

He is knowledgeable, dependable and very proactive.

I look forward to working with you and becoming Your real estate professional.

Lyn Cotwright

Ventura to LA County


Lyn Cotwright is a dedicated Real Estate Planner with a wealth of experience in Ventura and LA counties. With certifications in 1031 exchange, DSTs, trust, and probate as well as a certified Senior Relocation Specialist, Lyn brings a comprehensive understanding of the real estate landscape to her clients. Beyond her professional achievements, Lyn is deeply committed to serving her community. As the Moorpark representative for the Ventura County Area Agency on Aging, she tirelessly advocates for seniors, ensuring they have access to housing, employment opportunities, food, and essential resources. This dedication stems from Lyn's personal journey of assisting a family member, driving her passion to be a beacon of support for others. With her blend of expertise and compassion, Lyn Cotwright is a trusted ally for anyone looking to build, protect and transfer generational wealth through real estate.

Pegi Hope

Ventura to LA County


Pegi Hope is a certified real estate planner and a senior relocation specialist serving Ventura County, California. She is committed to assisting her clients to build, protect and transfer their generational wealth through real estate. She regularly participates in offering educational events on proactive and legacy planning for seniors and families, and in investor seminars for long term strategic wealth building and transition planning. (Topics covered are, for example, safeguarding assets through wills and trusts, and minimizing capital gains taxes when selling or transferring real estate.)

As a Senior Relocation Specialist, Pegi and her team offer a full range of the professional services necessary when preparing to sell a home, including downsizing, decluttering, preparing and staging the home, and the moving process. She is proficient in the additional coordination required when a senior is transitioning into urgent, assisted or family care during the sale of a home. Whether the circumstance calls for quick action, or a step by step, relaxed approach over time, Pegi is dedicated to addressing the particular needs and best interests of each client.

Melissa Tierney

Santa Barbara & Surrounding Areas

Melissa Tierney is a distinguished real estate professional whose unique journey into the industry was sparked by a deeply personal experience—assisting her grandmother in transitioning into retirement living. This pivotal moment not only shaped her career path but also instilled in her a profound understanding and empathy towards the needs of seniors, investors, and their families, carving out her niche in the real estate market.

Based in the scenic locales of West Ventura and Santa Barbara County, Melissa stands out for her unparalleled commitment to providing a world-class, white glove concierge experience to her clients. Known for her exceptional skills as a master negotiator and a natural ability to connect people, she brings a level of sophistication and finesse to every transaction she handles.

A devoted family woman, Melissa's approach is deeply rooted in her values, emphasizing trust, integrity, and the importance of family in every aspect of her work. Her ability to speak Spanish and German fluently further enhances her connectivity with a diverse clientele, allowing her to navigate a multitude of markets with ease.

Melissa's proficiency in technology sets her apart in the modern real estate landscape, enabling her to leverage cutting-edge tools and platforms to benefit her clients. This tech-savvy edge, combined with her personal touch and extensive language skills, positions her as a dynamic force in the real estate industry.

Patricia Hontalas

San Francisco & Surrounding Areas

As a seasoned Senior Transition Specialist, my mission is to provide compassionate and comprehensive support to seniors and their families as they navigate the intricate journey of downsizing and addressing other property-related concerns.

With a deep understanding of the unique challenges and emotions involved in such transitions, I offer personalized guidance and practical solutions tailored to each individual's needs. Whether it's navigating through the logistics of downsizing, facilitating estate sales, coordinating moving services, or providing emotional support, I am committed to ensuring a smooth and stress-free transition for my clients, empowering them to embrace this new chapter with confidence and peace of mind

Nancy Metelitz

Los Angeles & Surrounding Areas


Nancy Metelitz is a Southern California girl through and through. After growing up in the La Canada area, she moved with her husband to Santa Clarita where they raised their 3 children and still reside. Being in real estate for over two decades Nancy has been through various market cycles. To say she’s seen it all is an understatement. From selling homes before they hit the market to short sales/REOs and new construction, Nancy is well versed in the market’s ups and downs. Her commitment to her clients is second to none, even negotiating deals from her couch as she underwent chemo treatments. Now cancer free, Nancy is a pit bull when representing her clients. Nancy is your classic top realtor — with an edge. She’s a devoted agent, holding her clients’ hands through every step of the process, and she networks with the best in the valley on a regular basis, giving her the inside track on homes that haven’t hit the market yet. During her years in the local market, Nancy has found the perfect balance between honest, personable communication and knowing when to speak up on behalf of her clients’ best interests. “I love making our clients feel like they’re the only one I’m working with, even when I have a lot going on. I’m always communicating with our clients, so they never feel left in the dark,” Nancy said. “I take pride in maintaining a positive attitude while also having the negotiation skills needed to make their dream a reality. We do everything we can to make this a special, stress-free experience for our clients.” Nancy started in this business with the Golden Rule in mind, treating others how she would like to be treated. “It’s an incredible way to run a business and it allows me to constantly grow an individual and agent while bringing value to my clients every step of the way.”

Simplify Your Life . . .

Achieve Your Goals . . .

With a Real Estate Plan

Book a 15 minute Strategy Call

Testimonials

Even in a tricky market, Cory delivered what he promised

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"This is the second transaction I've worked with Cory on. After selling my home with Cory I needed to buy one as well. Cory's knowledge of the market, the changes and the importance of acting in a timely matter is impressive. He delivered on all promises made but actually went beyond that to assure that my wife and myself were taken care of even after closing. I've not experienced this level of caring before. Transparency is an important detail that Cory operates by. Thanks you Cory for making sure that, what could have been a complicated couple of months, were a series of stress free transactions "

Buyer

Cory went above and beyond to get a family house sold

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"Cory went above and beyond to get a family house sold. We were remote so he had to really take charge and get it done. I would highly recommend him to anyone who needs to buy or sell a home. He really does care about his clients."

Seller

What Clients Say about Cory

Our 5 Star Service Promise

The Complete Real Estate Group - Cory Boldroff- Keller Williams real estate planner Real Estate Planner Homes for sale near me i want to buy a home invest in real estate seniors older adults housing downsize lakehome Estate Financial Planning Will Trust Probate find a realtor near me cant sell my home for cash airbnb 1031exchange, Asset Performance Test Should I sell  my investment property

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.

SELL

ING?

Office:


30700 Russell Ranch Road

Suite 200

Westlake CA 91362

Call:


805-267-5806

Email:

Info@myreplanners.com

Each office Independently owned and operated.

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