Real estate planning for your retirement
Whether you plan to relocate, refinance, or renovate after retiring, we’ll advise you on your options and help you get started.
Finance Your Own Home
It may make sense to buy property for retirement. If the purchase is financed, certain things will have to be considered. The financing should still be affordable after you retire. We'll advise you.
Renovate or Modernize
Once you retire, you may want to modernize your home. Perhaps the room layout no longer meets your needs. Or perhaps you already want to make it accessible. If you require financing for your alterations, we’d be happy to advise you.
Repay a Mortgage
It may make sense to pay off your mortgage more slowly so you have more liquid assets in retirement. Insufficient liquidity can force you to make financial concessions because you have too much money tied up in property and not enough in readily accessible assets. Contact us for a consultation.
Sell Real Estate
You've lived in your home for many wonderful years. Now you want a change. We'll discuss what to consider when selling your property and what to do with the sales proceeds so that your new living situation reflects your hopes and expectations.
Change of Residence
If you want to sell your home – perhaps to move from a house to an apartment – we'll be at your side. Plan your replacement home purchase with us.