How Can You Benefit From Our Services?
Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
Buying a Home
If you are seeking to find your first home or build your portfolio, be an informed buyer.
We will help you:
-How to Find and Secure Your Dream Home
-Local Market Knowledge
-Our Best Tips in Buying Real Estate
-The entire buying process through to signing the final paperwork.
We bring clarity to the process, the issues to consider and to avoid as well as negotiating strategies that allow our clients to “Win” the home of their dreams in this highly competitive market.
.
Selling a Home
Thinking of Selling Your Home? It pays to be informed.
We will guide you through:
-Preparing your home to attract buyers
-Selling AS-IS vs. Renovations
-Strategy to buy your replacement home while selling your current home
-Current Market Data in your neighborhood
-How to determine a price that will cause it to sell
-Equity Analysis so you can understand your net -proceeds
-Capital Gains liability assessment.
-Strategy to market your home and attract buyers
-The entire selling process through to signing the final paperwork.
We bring clarity to the process, the issues to consider and to avoid as well as negotiating strategies that allow our clients to “Win” in this highly competitive market.
.
Legacy Planning
If we can show you a way to bless your family while you are still alive, would you?
Did you know you can direct your family's inheritance while living?
Once the goals of the family are clear, we will help you to understand the options for protecting your assets from probate and capital gains taxes.
Based on the families needs, we will look to employ strategies for you to pass the benefits of owning real estate to your heirs while still living.
.
Real Estate Investment Performance
Contact us for an Asset Performance Test for each property within your Real Estate Investment portfolio.
If higher performing properties exist we will guide you through how to maximize your ROI.
.
Concierge Services
With homeownership comes the need for qualified contractors to provide the help you need.
Through our relationships, we can provide referrals to trusted partners such as:
-Electricians, Plumbers, and HVAC professionals
- Carpenters, Builders, and Roofers
- Lawn Maintenance and Snow Removal Professionals
- Lenders and Insurance Professional
-Attorneys, Financial Planners, and CPAs
-Movers, Packers, and Estate Sale companies
If you need a referral to a trusted resource, contact us.
.
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.
© Copyright 2024. Nelson Group Real Estate. All rights reserved.