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.
Selling Your Home with Real Estate Planners
Is Your Home Working Differently for You?
Are You Concerned About Mom?
Where Would I Go if I Did Move?
Simplify Your Life . . . Achieve Your Goals . . . With a Real Estate Plan
Book a 15 Minute Free Consultation
Other Services
Building Wealth Though Real Estate
With a Real Estate Plan
If you’re looking to build wealth with real estate, you’ll want to consider a few perspectives.
What are my goals? Is it long-term capital appreciation or short-term cash flow? Everyone wants both but if you had to choose one, what’s more important. This will help you make the right decision on the type, quality, grade, and location of that asset.
Other Services
Unique characteristics of Real Estate:
Appreciation: one of the few assets that have shown continuous appreciation over time.
Depreciation: One of the few assets that you can depreciate and offset some or all of the income from that asset which increases your wealth.
Leverage: Can be purchased with borrowed money. You don’t have to have 100% of the cash to buy this asset.With just 25% down you can grow your wealth.
Cash Flow: can provide cash for investments or quality of life.
Lifestyle: can be used for personal use or investment purposes.
As a Real Estate Planner , we offer free “Investing in Real Estate” classes for those who want to learn and grow their wealth with Real Estate. We help you with a free “Asset Performance Test” that allows you to understand the economic viability of your asset.
We can provide you with a Capitalization Rate and a Cash on Cash analysis so that you can make an informed and analytical decision when investing in your future.
Contact us for a free asset performance test or for more information.
Certified
What is a Keller Williams (KW) Real Estate Planner?
"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."
Just Imagine The Possibilities!
Real Estate Solutions for Seniors and their Families
Just Imagine The Possibilities!
How would you feel if a Trusted planner walked with you through the selling process?
We have the guidance you need.
Services
It's time to sell, What are my next steps?
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. We take a Proactive Approach through our proven Real Estate Planning process, which helps you to understand your future living options, provides for a smooth transition, and reduces family stress, The first step is to schedule a free consultation with a KW Real Estate Planner.
Building Wealth Though Real Estate
With a Real Estate Plan
If you’re looking to build wealth with real estate, you’ll want to consider a few perspectives.
What are my goals? Is it long-term capital appreciation or short-term cash flow? Everyone wants both but if you had to choose one, what’s more important. This will help you make the right decision on the type, quality, grade, and location of that asset.
Other Services
Unique characteristics of Real Estate:
Appreciation: one of the few assets that have shown continuous appreciation over time.
Depreciation: One of the few assets that you can depreciate and offset some or all of the income from that asset which increases your wealth.
Leverage: Can be purchased with borrowed money. You don’t have to have 100% of the cash to buy this asset.With just 25% down you can grow your wealth.
Cash Flow: can provide cash for investments or quality of life.
Lifestyle: can be used for personal use or investment purposes.
As a Real Estate Planner , we offer free “Investing in Real Estate” classes for those who want to learn and grow their wealth with Real Estate. We help you with a free “Asset Performance Test” that allows you to understand the economic viability of your asset.
We can provide you with a Capitalization Rate and a Cash on Cash analysis so that you can make an informed and analytical decision when investing in your future.
Contact us for a free asset performance test or for more information.