We help seniors and their families answer the question "Where do we go next?"
We help seniors and their families answer the question "Where do we go next?"
We specialize in empowering seniors to make the most of their real estate and investment opportunities. We can graduate you from being an active investor to a more hands-off, passive investor while earning higher profits.
We use our experience with the aging process to assist seniors to develop a plan to create a safe, function space to age in place or downsize and declutter ensuring comfort, independence, and a smoother transition into the next phase of life
We guide seniors and families through senior living options, leveraging our relationships with various communities to recommend the best fit for your loved one's physical and mental needs, preferences, and budget.
We offer expert tax deferral strategies, working with your accountant or ours, to navigate complex IRS codes and help you potentially save hundreds of thousands in capital gains taxes, allowing you to fund your best life and leaving more for your children and grand kids.
We assist with wills, trusts, and probate by collaborating with your estate planning attorney or our trusted partners to create a legacy plan that prevents family disputes. Through proper business succession planning, rest easy knowing your life's hard work can continue.
We understand the challenges of the "sandwich generation"—balancing family, career, and caregiving for aging loved ones. Our expertise helps you access the proper support and planning needed to navigate caregiving with confidence, ease, and peace of mind.
As Certified Real Estate Planners we help our clients build, protect and transfer generational wealth through Real Estate. Through Seminars & Strategy Sessions we educate and consult our clients and their families on investment strategies and asset performance analysis to ensure they are maximizing their portfolios.
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 protecting their hard earned wealth and have a Complete Legacy Plan in place.
As Certified Senior Transition Specialists we work with Seniors and their Families, educate them on their options, help the execute their plan, to ensure a smooth transition for the Senior and their family members.
We have several unique and exclusive programs so our clients can take advantage of the solutions that work best for them.
Investing, moving or aging in place? Navigate that space with an Ace!