Senior Real Estate Consultation

Reorganize your financial situation for your next phase.

Many retirees today are in unexpected, even terrifying, financial positions. They have watched their investments and property values diminish with the economic downturn. To make ends meet, many must generate income through full or part time employment. In San Francisco, retirees are finding it increasingly difficult to afford higher mortgage payments and the high cost of living.

“As a baby boomer, I also am wondering what my golden years will look like. My experiences reinventing my own life inspire me to help others shift into their second act with ease and confidence about their future.”
— Ildiko Pali, SRES®

In today’s economic climate, retirees must make changes to support their new lifestyle, the most difficult of which can be selling their property and relocating to a more affordable home in California or beyond. Even foreclosure—something that happens to other people—is now a threat for retirees too.

Our Team of Seniors Real Estate Consultants (SRES®) includes:

  • Seniors Real Estate Specialist (SRES®) is an official designation certified by the National Association of Realtors
  • Estate Planners
  • Mortgage Brokers
  • Reverse Mortgage Experts
  • Financial Advisors
  • CPAs

Value of SRES®

We believe every retiree deserves to live the lifestyle they choose. Achieving that requires planning, reorganization and adjustments. As Seniors Real Estate Specialists (SRES®), we help retirees assess and reorganize their financial situation to support their desired lifestyle.

  1. Understands the difficulty of your situation and takes a no-pressure approach to helping you investigate options.
  2. Patiently supports you every step of the way to minimize stress.
  3. Looks out for your best interests, not the traditional realtor’s focus of just making a sale.
  4. Able to draw from a network of specialists dedicated to 50+ clients.
  5. Have ties throughout the 50+ community.

Our resources and objectivity add to the knowledge and skills retirees have amassed over the years. Together, we identify adjustments and plan a strategy for moving forward.

We are here to help

Ildiko worked relentlessly with the bank to ensure we did not face any unexpected obstacles, and the small ones that surfaced, she managed strategically."

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