Our goal is to build, protect and ultimately help transfer the
generational wealth
As Certified Real Estate Planners, we help advise our clients to build generational wealth through real estate. We are equipped with our knowledge, designations and experience of cap rate opportunities, deferring and eliminating capital gains taxes through 1031 Exchange & primary residence exemptions. Through Strategy sessions we evaluate and educate the best ways to protect our clients with certifications in Trust & Probate and Delaware Statutory Trust.
As Certified Senior Transition Specialists we educate and discuss options with our clients for retirement living, assisted living, long term care, and a complete solution when it comes to making a transition.
By working with our clients and their tax advisors, Trust and Estate Planning Attorneys and Financial Planners our goal is to build, protect and ultimately help transfer the generational wealth in the most strategic and advantageous way to eliminate capital gains upon inheritance.
10 Ways We Can Help You Build Wealth and Transfer Wealth
- Current Portfolio Analysis
- Current Market Analysis
- Equity Analysis
- Capital Gains Tax Assessment
- Asset Performance Test
- Renovation and Repair Analysis
- Generational Wealth Building Plan
- Compounding Value Chart
- Impact of Interest Rates
- Family Feud Prevention Plan
of seniors have no long term care plan in place
We offer educational seminars and events to help our clients know their options, how to pay for it and have a plan set so when the time comes, we can ensure the most advantageous solution and ensure a smooth transition.
Most seniors biggest asset is their home equity
We consult and evaluate the best options and programs available and allow our clients and their families decide which is best for them.
Seniors in need of care and doesn’t get it
Every month that a senior in need of care and doesnt get it, it reduces their life by up to 3 months. We know that time is of the essence and have the solutions to act quickly and in the best interest of the clients.
of seniors never get a visitor
Over 60% of seniors who go into assisted living never get a visitor, and the ones that do average less than 4 times a year. We really have a mission to change this and work with non profits and charities that offer visiting programs through internships, school programs and other organizations like boys and girls clubs. Our goal is “No Senior Left Behind”