HOW CAN WE HELP YOU?
Give us a few minutes of your time. Help us understand your point of view. When you sell your property, is keeping more of your profit #1 or reducing your capital gains taxes? Or both? Based on your goals and our strategic plan uniquely designed for you we’ll help you accomplish what’s most important to you. Click the button “Capital Gains Taxes You Might Owe Without a Plan.” Fill out the short form and we will provide a written analysis for you.
Specializing in a Non-Traditional Approach to the Sale of Real Estate!
Using methods such as the Structured Installment Sale, the 1031 Exchange (Investment property only), and the Indexed Universal Life Contract (IUL).
We also provide Reverse Mortgages for purchase or to refinance.
We design a unique brokerage plan to help our clients exit real estate and implement financial strategies to MAXIMIZE PROFIT & MINIMIZE CAPITAL GAINS TAXES at the close of escrow. Whether they are acquiring another property or exiting real estate altogether we give them a pathway to fund their lifestyle and set up legacy wealth for their loved ones. Doing what matters most to them is what matters most to us!
Additionally, we find that many people over the age of 62 would prefer to stay in the home they love. We can provide a REVERSE MORTGAGE so they can stay in their current home and fund a better lifestyle with no mortgage payments.* (principal and interest). *Borrowers are still required to pay their taxes, insurance, and property charges, maintain the property, and live in their home as a primary residence.
The sale of your property is only the beginning. The unique plan we design for each of our clients helps them accomplish what matters most to them. These 4 steps will illustrate how you might fund your lifestyle and create legacy wealth.
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It is our honor and privilege to help people use their real estate to fund their lifestyle and create legacy wealth. We develop a close relationship with our clients to learn what matters most to them. Then we work diligently to exceed their expectations.
Michael Kole: 858-848-4274
Michele Kole: 858-344-5998
