Ready to find your home?

We’ll guide you through the home buying process with a customized plan for your unique situation. 

Obtain Lender Approval

We’ll help you find the perfect lender and discover how much you’re qualified to borrow and which loan is right for you.

Consult With Your Tax Professional

Together with your tax professional we’ll determine the tax benefits of ownership and explore the after tax cost of ownership.

Check With Your HR Department

Is a reduction in withholding available with the anticipated tax savings?
What would the new take home paycheck be?

Contact Your Insurance Agent

Is the property in a flood or fire zone? Does the condition create issues with insurance? Will past claims create added costs for you?

When creating your buyer plan, we consider


  • Are you planning to buy your new home with the equity in your current home?
  • Do you plan to remodel?
  • Accessory Dwelling Units
  • Aging in Place
  • 55+ Communities
  • Assisted Living Communities
  • In Home Care
  • Downsizing
  • Packing, Moving, Unpacking
  • Trusts and estate planning
  • Tax deferred exchanges