REAL ESTATE PLANNER

We Help YOU With Your Real Estate Assets and Planning Needs

With over 17 years of experience helping our clients to find comprehensive real property solutions to build and secure generational wealth.

Contact Us Today

What is  Real Estate Planning?

Real Estate Planning is about protecting your assets and your beneficiaries.  It is about using very specific strategies to build and secure generational wealth.  Proper planning, can eliminate family messes later and can also address your needs and goals now while you are living.  It will let you rest assured you have taken the best actions possible in the event of your passing.


Take a look at our three-part video series, Ann's Story,  which helps illustrate what a lot of families go through today.  Our goal is to help you every step of the way in your real estate planning as changes arise. 

View Ann's Story

It is more common than you think...

OUR SERVICES

We Provide Best Service For You

Real Estate Planning

We have a private consultation with you to understand your specific needs and long-term goals.  We provide several options for you based on our meeting. 

1031 Exchange/DST

Based on your specific needs, we work with you to execute a 1031 Exchange or a Delaware Statutory Trust.  See our FAQ below for more info.

Trust/Probate Sales

You may be a beneficiary of a real property asset that may or may not be part of a trust, we have the expertise to help you in both the trust sale or probate sale of your real property.

Property Listing

You may have a residence or rental property that you would like to sell.  We have an extensive network of services that will help maximize the sale of your real property. 

Buying Real Property

Whether you are a seasoned real estate investor or a first time buyer, we will help you achieve your individual goals in purchasing your real property for your primary residence or as an investment.

Property Management

We know how important it is to provide excellent service in maintaining your real property investment and to have a reliable steady income without any hassles that come with investment property ownership.  Our team of experts takes care of everything for you.

GET FREE CONSULTATION​​​​​​​

WHY WE ARE "YOUR REAL ESTATE PLANNER FOR LIFE"

Our Mission Statement: “To honor God by serving others with the highest level of competency, care and compassion with uncompromising integrity.”

Dedicated team of Real Estate Experts to help our clients reach their goals. 

Specialized industry knowledge, community service, and superior, unparalled service.

Provides complete guidance for our clients when it comes to selling their property.

Our group of companies specializes in helping people downsize, declutter, prepare their property for sale and increase their property value.

FREQUENTLY

ASKED

QUESTIONS

SCHEDULE A Free CONSULTATION