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Is Your Home No longer Working for You?

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Would Doyle find a better quality of life by relocating?

Doyle found success by understanding his options through a Real Estate plan and working with his Real Estate Planner, Financial Advisor, CPA and Attorney to discover how he could transfer his real estate wealth while maintaining a financially sound move to a home that fits his lifestyle.

Meet Doyle

Doyle, a long-time resident of Willow Creek, contemplates relocating in his senior years driven by several factors:

Aligned Environment: Seeking accessible healthcare, age-friendly housing, and a supportive community for enhanced well-being.

Family Proximity: Considering a move to be closer to family members to foster stronger social connections and ensure a robust support system as he ages.

Downsizing: Opting for a more manageable and maintenance-free living arrangement that aligns with his changing lifestyle.

Climate and Recreation: Exploring areas with milder weather and proximity to recreational amenities catering to his leisure preferences.

In essence, Doyle's decision to relocate revolves around the pursuit of an improved quality of life, enhanced social connections, and a setting that caters to his evolving needs in his golden years. He gained a different level of independence he did not know was missing.

Start a Real Estate Plan

Fortunately, a Real Estate Plan provides the guidance to properly Build your Real Estate Wealth, Protect it from Taxes and Transfer the wealth to future generations.

Wherever You Are In Building Wealth, A Forward Looking Plan Centered Around Your Real Estate Needs Can Help Achieve The Goals Of Your Family.

Would you like to take a Proactive Approach?

Start Planning for Life Changes

Is Your Home No longer working for You?

Meet Doyle

Are You Concerned About Mom?

Ann's Story

Where Would I Go if I Did Move?

Journey with Kim

What Can I Do to Build a Family Legacy?

Grow Moms Legacy

What Do I Do With All My Stuff?

Move Management

What Do I Do With My Other Properties?

Grow Moms Legacy

Why Trust Strategic Realty Planners?

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.