Where Would I Go if I Did Move?
Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
Kim's Journey
In the end, Kim's journey became a personalized exploration of various senior living options, with each option representing a unique chapter in her evolving story. With careful consideration and the assistance of her Real Estate Planner, Financial Advisor, CPA and Attorney, Kim embarked on a new adventure, ready to embrace the possibilities that awaited her in this next stage of life.
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.
Start a Real Estate Plan
Unfortunately, often families wait too long to determine the best options for their loved one. Sometimes a physical or health related event forces families into making rushed decisions, with limited information, while dealing with the needs of the loved one. This is a Reactive Approach to the
Most people find it easier to plan well in advance, and many find making a move much easier prior to any health or physical concerns clouding the process. This is taking a Proactive Approach! Fortunately, we can help families reduce or eliminate the stress by creating a Real Estate Plan.
Is Your Home No longer working for You?
Are You Concerned About Mom?
Where Would I Go if I Did Move?
What Can I Do to Build a Family Legacy?
What Do I Do With All My Stuff?
What Do I Do With My Other Properties?
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) Real Estate planner, our approach to real estate is a bit 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 how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.
Office:
2130 Main Street, Suite 120
Huntington Beach, CA 92648
Call
(714) 366-8575
Site:
SeniorRealEstatePlanner.com
JeanetteNelson.com
DRE: 01397168
Each office Independently owned and operated.
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