As someone over the age of 50, your needs aren't the same as a first-time homebuyer or seller. You might be looking to retire, downsize, or join an active adult community. Whatever reason you may have for considering a move, you can depend on Susan and Annette to guide you through every part of the process.
     Our consultations are always complimentary and depending on your needs or interests, they may include information on or referrals to trusted experts in:

    • Comparable Home & Market Report for your Neighborhood
    • Advanced Directives, Wills, Powers of Attorney, and other estate issues
    • Specialized financing options, including accessing pensions, 401K accounts, and IRAs for real estate transactions
    • Additional financing options, including reverse mortgages
    • Real estate as an investment vehicle, including the 1031 Exchange
    • Tax options, including senior exemptions on property taxes

     We have developed a team of experts and advisors to help you with every step while you're exploring your options and determining the very best decision for you, which may or may not include a move!

     If needed, we can connect you with our vast network of trusted vendors and providers, such as, movers/senior relocation/estate sales, expert referral for home care placement, attorneys, painters, electricians, home inspectors, and other experts to help you through the process.