Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
How Ann Found Success For Her Mom
A Real Estate Plan Helps to Uncover Options
Senior Living Options
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Collaboration with Financial Advisors, CPAs and Trust Attorneys
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.
Is Your Home No longer working for You?
Are You Concerned About Mom?
Where Would I Go if I Did Move?
What Can I Do to Build a Family Legacy?
What Do I Do With All My Stuff?
What Do I Do With My Other Properties?
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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.
Office:
3580 Utica Ridge Road
Bettendorf, IA 52722
Call
563-343-4747
Email:
Site:
EasternIowaDreamTeam.com
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