How Can You Benefit From Our Services?
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!
Buying a Home
If you are seeking to find your first home or build your portfolio, be an informed buyer.
We will help you:
-How to Find and Secure Your Dream Home
-Local Market Knowledge
-Our Best Tips in Buying Real Estate
-The entire buying process through to signing the final paperwork.
We bring clarity to the process, the issues to consider and to avoid as well as negotiating strategies that allow our clients to “Win” the home of their dreams in this highly competitive market.
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Selling a Home
Thinking of Selling Your Home? It pays to be informed.
We will guide you through:
-Preparing your home to attract buyers
-Selling AS-IS vs. Renovations
-Strategy to buy your replacement home while selling your current home
-Current Market Data in your neighborhood
-How to determine a price that will cause it to sell
-Equity Analysis so you can understand your net -proceeds
-Capital Gains liability assessment.
-Strategy to market your home and attract buyers
-The entire selling process through to signing the final paperwork.
We bring clarity to the process, the issues to consider and to avoid as well as negotiating strategies that allow our clients to “Win” in this highly competitive market.
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Legacy Planning
If we can show you a way to bless your family while you are still alive, would you?
Did you know you can direct your family's inheritance while living?
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.
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Real Estate Investment Performance
When you look at your investment properties, each property is an asset that should be measured for performance just like any other asset. Having a good understanding of your investment performance enables you to make wise financial decisions.
With the right tools, you will easily be able to identify and exchange into higher performing properties. Understanding how to measure performance is a key driver to maximizing your investment dollars.
Contact us for an Asset Performance Test for each property within your Real Estate Investment portfolio.
If higher performing properties exist we will guide you through how to maximize your ROI.
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Concierge Services
With homeownership comes the need for qualified contractors to provide the help you need.
Through our relationships, we can provide referrals to trusted partners such as:
-Electricians, Plumbers, and HVAC professionals
-Carpenters, Builders, and Roofers
- Lawn Maintenance and Snow Removal Professionals
- Lenders and Insurance Professional
-Attorneys, Financial Planners, and CPAs
-Movers, Packers, and Estate Sale companies
If you need a referral to a trusted resource, contact us.
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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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