I am both a REALTOR® Emeritus and a Certified Financial Planner® working in the Senior Market. I do not sell real estate anymore because my clients are exclusively REALTORS® with the senior designation, Senior Real Estate Specialist® (SRES®). I help the Realtors to assist their senior clients, and the children of these clients, in areas other than real estate. I do this with a team of professionals that are experts in their various fields. Through them, the Realtor can provide services in areas that they can't do, don't want to do, or aren't licensed to do. Together, we form an integrated team that can solve most any senior related problem. The main things that I provide are planning and education to the Realtors and their clients.
I use a variety of options to educate my REALTOR® clients including seminars and workshops, a cache of materials, articles, books, PowerPoints, a library of TV shows, and industry handouts on topics of interest in the senior market. I provide each new REALTOR® client with an Agent Resource Kit. I regularly update the blog on my website, and routinely send out eblasts that keeps the REALTOR® informed of the latest news that affects them. I alert them to seminars, faires, open houses, meetings, or other senior events in our area. I teach how to correctly deal with seniors and their issues, how to assist caregivers, and how to gain access to the senior market. Since relationship building is the cornerstone to working with seniors, I help the REALTORS® provide information and resources to their clients to earn their trust and confidence. The REALTORS®can provide these services without being an expert in these areas themsleves. I provide as much or as little service as the REALTOR® wants.
Real Estate designations:
Graduate Realtor Institute
Certified Residential Specialist
Senior Real Estate Specialist®
Generational Housing Specialist™
Financial Planning designations:
Certified Financial Planner®
Certified Senior Advisor®
Chartered Mutual Fund Specialist
Certification in Long Term Care
Licensed to sell annuities, life insurance products
Licensed to sell Long Term Care Insurance, California Partnership for Long Term Care
Realtor serving other SRES Realtors with financial planning problems thru a team of experts. Help with service in areas that you can't do, don't want to do, or aren't licensed to do.