How Can Our Dilbeck Senior Service Agents Help Me?
People in their senior years often have the bulk of their personal wealth invested in real estate. An SRES® designee can help you make wise decisions about selling the family home, financing, buying rental property, or managing the capital gains and tax implications of owning real estate, among many other issues.
Senior Real Estate Specialists® offer clients relevant information on current trends in senior real estate transactions, and can refer you to other professionals such as attorneys and C.P.A.s who also have specialty interest in senior clientele issues.
As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well? An SRES agent brings:
- A customized approach to your situation; an SRES works with how your living situation fits into your overall plan.
- Expertise and patience without condescension.
- An awareness of options and solid, reliable referrals for specific situations to explore those options.
- A variety of choices to reduce out of pocket expenses, gain cash, or create or defer income streams to either stay independent or finance assistance.
SAREC® members are not qualified to give legal or tax advice and SAREC® does not guarantee the accuracy of its members’ information. All clients are strongly urged to contact a real estate attorney or certified public accountant to obtain legal or tax advice.
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