Sound too good to be true?
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.
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.
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 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 at the difference a Real Estate Planner can make.
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