What Do I Do About My Other Properties?
Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
Get our Expert Advice Every Step of the Way!
Leaving a Legacy
We are back with Ann's Family!
Ann's mom was able to use the 1031 exchange to provide Ann, George, Lucy and Grant a investment opportunity that fit their individual wealth goal.
She is able to see her kids happy while she was alive and she can enjoy her Retirement Community now that she does not have to worry about tenants, toilets and trash!
"A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family's Goals"
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Building and Transferring Generational Wealth
Once the goals of the family are clear, we will help you to understand the options for protecting your assets from probate and capital gains taxes. Based on the families needs, we will look to employ strategies for you to pass the benefits of owning real estate to your heirs while still living.
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.
Would you like to take a Proactive Approach?
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?
Why Trust Circle Partners?
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:
16201 90th St NE, Suite #100
Otsego, MN 55330
Call
763.340.2002
Email:
Site:
www.CirclePartnersMN.com
Each office Independently owned and operated.
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