Simplify Your Life . . .

Achieve Your Goals . . .

With a Real Estate Plan

Sound too good to be true?

YOUR

PLAN

Your Real Estate Plan - Our Proven Approach

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.

KW Real Estate Planners

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.

O

PPROACH

REAL

ESTATE

PLAN

Why Choose a KW Certified Real Estate Planner?

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) Certified 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.

AS SEEN ON:

Pick the program that fits you?

We have carefully crafted each program to fit our clients' unique needs.

Silver Circle

Club

Designed to help seniors and their families plan a comfortable and secure future by providing guidance, assistance, education and resources.

Tools & Services Provided

Decluttering & Organizing
Senior Transition Specialist
Full Clean Outs
Remodeling and Construction Services
Staging & Interior Design
A- Z Logistics of Moving
Aging In-place Plans
Legacy & Family Feud
Prevention Planning
Short and Long Term Care
Financing
Full VIP Listing Services.

With our family of companies, we are the complete solution to help seniors and their families with downsizing, relocating and/or transitioning into assisted living as well as planning for the future and beyond.

VIP Listing

Program

Guaranteed to get you the highest price in the quickest most convenient timeline

Tools & Services Provided

Decluttering & Organize
Curb to Curb checklist
Staging & Interior Design
Remodeling & Construction services
Professional Videography /Photography
3D tour/Floor Plan
Drone Video
7-phase Marketing & Advertising Campaign
Certified Professional Negotiating Team

We have a time and market tested, yet very unique and effective comprehensive Listing and Marketing strategy. We Pride ourselves on providing 5-Star Service and Superb Results

Wealth Building & Investment Strategy Planning

Helping you build, protect & Transfer Generational Wealth.

Tools & Services Provided

Real Estate Portfolio Analysis
Annual Asset Performance Test
Capital Gains Assessment
Strategies to Defer & Eliminate Capital Gains Tax
National 1031 Exchange Network
Best Cash Flow & Appreciation Opportunities
Legacy Planning
Family Feud Prevention Planning

We have a time and market tested, yet very unique and effective comprehensive Listing and Marketing strategy. We Pride ourselves on providing 5-Star Service and Superb Results

Buyer’s Dream Home

Program

The New Way to Buy an Old Home

Tools & Services Provided

Off Market Properties
Dream Neighborhood Searches
Pre-Foreclosures & Foreclosures,
Design Consultation, Project Manager
Remodeling & Construction Teams
Material Sourcing & Preferred Pricing,
Interior Design & Layout Design
ADU (guest units) & additions
Professional Negotiating Team

This is our exclusive program where our Buyers can work with our team to find the house, whether its on or off market and work with our designers to remodel and update to suit. Think of it like buying a “newly built home” only not confined to their upgrades, outrageous prices and do not have to wait 6 months to finish the structure build. The best part is we do this all in escrow, finance and project manage the entire process, once complete then the buyer does their inspections, appraisal and loan. This way they don't have to buy the home and then come out of pocket for the cost of all the upgrades. Making it so you can move into your dream home, in the neighborhood you prefer just how you want it.

Seller’s Dream Home

Program

The Best Way to Sell an Old Home

Tools & Services Provided

Home Inspection
BPO/Appraisal
Design Consultation
Comprehensive Cost vs Return Analysis
Financing & Project Managing
VIP Listing Service

This is our Exclusive program where our Sellers can net tens of thousands if not hundreds of thousand more than selling to an all cash Flipper/buyer. Our team of professionals will consult with the seller and work with our team of designers and project managers to decide which remodeling and updating projects will give the highest return in the sellers most convenient timeline. Best part is we handle all the financing, project managing, marketing and selling costs involved, yet the Seller gets to share the After Rehab Value.

The Easy Button

Fair All Cash Complete Solution for selling “Mom’s House”

Tools & Services Provided

Trust & Probate Certified
1031 Exchange Certified
Capital Gain Assessment
Clean Out Services
Staging & Interior Design
Remodeling & Constructive Services
Project Financing
All Cash Quick Closes.

We are Trust & Probate certified and offer this program for families going through sensitive times. We can handle the entire process from evaluating the home, logistics of dealing with the stuff, and offer a fair and transparent all cash offer in which we can close as quick as ten (10) days, or work within the clients preferred most convenient timeline. We work with a network of Probate and Trust Attorneys and Private & Public Fiduciaries to make sure we have three (3) solutions to cover any situation.

Simplify Your Life . . . Achieve Your Goals . . . With a Real Estate Plan

Book a 15 Minute Strategy Call

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.