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What Are The Benefits From Attending An Event?

Build | Protect | Transfer

Real Estate Wealth

Imagine How Simple it Can Be With The Right Plan!

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A PROGRAM FOR GIVING BACK AND PAYING IT FORWARD

We are grateful for the opportunity to give back to our community through volunteering, charitable donations, and acts of kindness, creating a ripple effect of positive change and impact.

We Believe in Empowering Others through Education.

With the knowledge gained from attending a seminar, class or event, you develop a pocket full of tools to know your options and resources to make the best decisions for yourself and your family.

We understand “you don't know, what you don't know” and therefore we want you to have access to valuable information pertaining to Building, Protecting and Transferring Generational Wealth. We host a 6-part series focusing on Seniors and their families, Investing and Real Estate Planning throughout the month.

Here are the upcoming FREE events:

Moving Mom...Exploring Senior Living Options

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I'm a Trustee...Now What?

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Downsizing, Organizing & Decluttering

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Your First Home, a Buyer Workshop

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Planning for the Future and Beyond

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1031 Exchange & Real Estate Planning

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Why Trust Circle Partners- KW Real Estate Planners?

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.