We offer an array of services and programs that are connected by our values and are in the best interest of our clients. We evaluate the different options that are suitable for your needs and then design a plan that is based on the best solution for you and create a route to accomplish your goals.

As Certified Real Estate Planners we help our clients build, protect and transfer generational wealth through Real Estate. We accomplish this through live Seminars & Strategy Sessions. We are passionate about educating and consulting our clients along with their family members. We take pride in reviewing different investment strategies and asset performance analysis to ensure our clients are maximizing their portfolios/profits.

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 protected and have a Complete Legacy Plan in place.

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

We have several unique and exclusive programs so our clients can take advantage of the solutions that works best for them. We are more than just another Real Estate Agent, we are Certified Real Estate Planners.

Are You Concerned About:

• Family Disputes
• Transferring Real Estate Wealth
• Rental Properties
• Capital Gains Taxes
• Legacy Planning