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Wealth Transfer

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The next generation will be the first to have less wealth than their parents!

In this guide, I’ll explain in detail, the important decisions you need to make today, that will directly affect the next generation.

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Expert Realtor Specializing in the Mature Real Estate Market

Working with mature San Diegan home owners for the past 18+ years, I’ve learned a thing or two about what you want, how you save and how to incorporate my expertise in real estate to help you do it all better. 98% of my business is referred to me by people just like you. Partnering with the most respected financial experts and other knowledgeable professionals helps me to help you make wise decisions when it comes to stretching and transferring your wealth.

It’s Not About Who You Know…It’s About What You Know!

Diving into Time, the Washington Post, The Guardian, the WSJ and depending on sources like AARP, CNBC and the FOOL.com help me to convey truths that are happening all around us. We don’t feel like we’ve aged until we take a look in the mirror and become shocked at who is looking back at us. It’s time to face it, our children need us to start paying attention to our wealth. Sadly, it may be all they have.

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