"After my husband passed, I was hesitant to move, as my home was paid off and my only asset. I feared making a financial mistake at my age, especially after all my husband and I had worked for. The Senior Relocation Team helped me pay for the move and expenses through the sale of my house, minimizing out-of-pocket costs. Their financial partner reduced my capital gains exposure, allowing me to donate to a charity I love. I also invested the proceeds to create passive income, ensuring I can cover expenses for Independent Living and live confidently in my future."

“Living out of state, I didn’t realize how much my mom’s health had declined until I visited and saw the mess in her house. It was clear she wasn’t herself anymore. The team quickly assessed her needs, found the perfect Memory Care facility, and made the transition smooth, all while staying within our budget. They sold her house ‘As Is’ with minimal stress for Top Dollar”

“I tried everything to keep my mom at home, but her health declined. The stress of moving her out of the Bay Area for affordable care was overwhelming, especially with the looming $500,000 Capital Gains tax. That’s when Ali and Dre stepped in. They created a trust that minimized taxes, supported my mom’s favorite charity, ensured her children received their share, and funded her Assisted Living care. Their expertise turned a difficult situation into peace of mind.”

“Mom became withdrawn, struggled with daily tasks, had a poor diet, and couldn’t manage the remote, let alone pay bills. Her house became overwhelming with plumbing repairs, a leaking roof, and yardwork. The team assessed her needs, found the right Assisted Living, handled the move, coordinated her care, and sold the house. They gave us peace of mind and Mom a fresh start.”