Andrea "Dre" Szekrenyi

Worried About Capital Gains Taxes When You Sell Your House? Let Us Help You Save!

Are you paying more in taxes than you need to when you decide to sell your house? Struggling to protect your wealth for the future? We make it simple to save on taxes, grow your assets, and secure a stable financial future—while keeping more of your hard-earned money. As licensed financial specialists, along with our team, we focus on reducing your capital gains taxes, managing retirement funds, planning for long-term care, and safeguarding your legacy.

We focus on:

Tax Reduction Strategies: Minimize your capital gains taxes and maximize your legacy with effective strategies.
Long-Term Care Planning: Plan for healthcare costs without sacrificing your savings.
Generational Wealth & Legacy Building: Protect your wealth and leave a lasting impact for future generations.
Retirement Fund Management: Optimize your retirement savings for a secure, worry-free future.
From tax strategies to wealth preservation, we handle every detail, so you can focus on living confidently and stress-free. Let us help you secure your financial future today.

What Makes Dre Different?

Proven Experience and Financial Insight: With over 27 years in real estate and more than 2,500 successful transactions, Dre brings a wealth of knowledge to every client relationship. She combines real estate expertise with financial planning insight to create a comprehensive approach to wealth-building. Her broad background across multiple financial disciplines helps clients navigate important decisions with clarity and confidence.
Licensed Financial Specialists: Our team focuses on helping reduce your capital gains taxes from the sale of a property, help create a predictable income stream with your investments, planning for long-term care, and safeguarding your legacy.
Complementary Services: Unlike traditional financial professionals who charge annual fees, we are compensated by the companies whose products you use. This ensures their success is tied to your success, offering tailored solutions that protect you during downturns and give you more control over your financial future.
California Native: With deep roots and an extensive network of connections, Dre is here to help every step of the way.
Wealth-Building & Protection: Focusing on both growth and protection, Dre provides strategies that safeguard your wealth during downturns and position you for growth in strong economies, ensuring long-term financial security.

Am I ready to move?

Some questions to ask yourself:

How do I minimize capital gains?
What should I do with the proceeds from selling my house?
How will I afford my new living situation?
How can I make sure I don’t run out of money?
How do I pay for future care?
How can I leave a legacy for my family or favorite charities?

How Dre Helps:

Minimizing Capital Gains After Selling a House:
Our team specializes in minimizing capital gains taxes from the sale of your home through tax-efficient strategies, including tax-deferred and tax-advantaged accounts, as well as strategic trusts. By collaborating with specialized attorneys, we help ensure your assets are managed according to your wishes, minimizing estate taxes and avoiding probate. This approach not only protects your wealth for you and your family but also supports charitable causes, leaving a lasting legacy. Unlike many advisors, Dre offers tailored solutions to help you keep more of your sale proceeds while achieving your financial goals.
Managing the Proceeds:
After selling your home, it is essential to decide how to manage the proceeds. Ali and Dre guide you through tax-efficient options, including tax-deferred and tax-advantaged accounts, to help maximize your sale proceeds. Whether reinvesting for growth, using the funds for living expenses, or securing them for retirement, they provide expert guidance aligned with your long-term financial goals.
Affording a New Living Situation:
When transitioning to a new home or living arrangement, our team helps assess your financial situation. Whether rightsizing, moving to an adult community, or relocating to a more comfortable home, they ensure you can afford your new living situation without stretching your budget. Their goal is to maximize your resources for comfort and security.
Ensuring Money for the Future:
Planning for the future requires strategies that help your resources last. We collaborate with you to create a financial plan that provides sufficient income and growth. They introduce tax-efficient investments and annuities designed to help maintain financial security while preparing for unexpected expenses.
Securing Funding for Future Healthcare Needs:
Healthcare costs, especially long-term care expenses, are a growing concern. We explore options such as long-term care insurance and health savings accounts to ensure you have resources available for future medical needs. They help create a solid plan to cover healthcare costs, providing greater peace of mind.
Leaving a Legacy for My Family and Charities:
We offer tailored strategies to minimize estate taxes and ensure your wealth benefits your family or charitable causes. Through strategic trusts, charitable giving, and other planning tools, they help you create a lasting legacy aligned with your values and goals.
Building Generational Wealth:
The Million Dollar Grandchild Plan is an effective strategy for building generational wealth. By investing early in tax-advantaged accounts, you can help set your grandchild up for long-term financial success. We specialize in creating customized strategies that establish a strong, tax-optimized financial foundation for your family’s future.