Who am I as a SRES ?
I'm a Realtors who has earned this designation by demonstrating knowledge and expertise in counceling clients age 50-plus through major financial and lifestyle transactions, such as relocating and refinancing or selling a family home.
What unique knowledge do I have ?
I've recieved special eduacation in topics, including the application of federal laws for Housing for Older Persons Act; ways to use pensions,401k accounts and IRAs in real estate transactions; and the effect of Medicare, Medicaid and Social Security on financial decisions. In addition, I am able to refer clients to the correct experts on tax law, probate and estate planning and have special sensitivity to the needs of 50-plus clients. I stay well informed on housing trends and legislative issues that affect 50-plus clients. These things also affect me.
What topics can I address?
Senior housing options(assisted living,active adult communities and so forth.
Reverse Mortgages
Downsizing
Aging in place
1031 Exchanges
Tax-deferral strategies
Relocation
Second Homes
International Retirement
So, let me know if I can help in any of these areas.
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