How do you find the Next Home? Click to find how we may help!



Next Home?

Are you a first time homebuyer or moving to a larger home, relocating from out of the area, combining residences, or downsizing? No matter the current life’s circumstances, it’s essential to create a plan!

Obtain lender approval

How much are you qualified to borrow?
What type of loan is best for you?

Consult with your tax professional

Determine your tax benefits of ownership
What is the after tax cost of ownership?

Check with your Human Resources 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?
Will past claims create added costs?

Other Considerations

  • Are you planning to buy your new home with the equity in your current home?
  • Remodeling
  • 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

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