Senior Living Specialist

 

As A SRES®, I Bring

  • A customized approach to your situation, working to fit your living situation in with your overall life plan

  • Expertise and patience throughout the transaction

  • An awareness of options and a network of solid, reliable referrals to help you in the process

  • A variety of choices to reduce out of pocket expenses, gain cash, or create or defer income streams to either stay independent or obtain financial assistance

By earning the SRES® Designation, I have demonstrated the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions in relocating, refinancing, or selling the family home. SRES® designees not only can create a customized approach to marketing and selling your property, but they also can work with you to explore your housing options to ensure that your next home best serves your current and future needs.

I have special knowledge about everything from reverse mortgages and the importance of universal design to the uses of pensions, 401k accounts, and IRAs in real estate transactions. I’ll also help you steer clear of loan schemes and scams that victimize aged 50+ borrowers. And when I need help from other professionals, I can tap my network and put you in touch with qualified home inspectors, movers, attorneys, CPAs and other experts.

SRES® designees have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

 

Services and Support

Do you need help transitioning into the next phase of your life? As a Windermere Senior Transitions specialist, I am trained to understand your goals, concerns, and needs. I provide a customized approach with the patience, professionalism, and respect you deserve, utilizing the following services and support:

  • Establish a fair market value for your home

  • Advise you on preparing your home for sale

  • Home staging assistance

  • Negotiate on your behalf to attain the highest price and best terms

  • Assistance with downsizing, household goods moving services, packing and unpacking

  • Antiques appraisers

  • Household repairs

  • Legal services, healthcare services, and financial planning

  • Caregiver support providers

  • Dementia and brain health specialists

  • Dietitians

  • Elder law attorneys

  • Family mediators

  • Financial planners

  • Geriatric service providers

  • Government program providers

  • Handymen

  • Home health care (medical and non-medical) providers

  • Housekeepers

  • Move managers

  • Nurse placement advisors (adult family homes and assisted living)

  • Retirement community providers

  • Reverse mortgage brokers

  • Senior care managers

  • Senior service providers

  • Social workers

  • Tax advisors

  • Veteran benefit program providers

 

 Washington Resources

  • Washington State Long-Term Ombudsman – Advocates for residents of nursing homes, adult family homes and assisted living facilities.

  • Mayor’s Office for Senior Citizens – Offers resource information and referrals for older adults, their family members, and others who care for them in King county.

  • Senior Services – A comprehensive non-profit agency serving older adults and their loved ones. They offer a wide range of services, references, and a network of community connections.

    Washington LawHelp – A guide to free civil legal services for low-income persons and seniors. They provide legal education materials and tools that give you basic information on a number of legal problems.

 

National Resourcess

  • Administration on Aging (AoA) – Offers links to numerous fact sheets addressing a range of issues faced byolder adults and family caregivers, through the U.S. Department of Health and Human Services.

  • AgingCare – Find information on nursing homes, assisted living, or hospice; check eligibility for benefits; get resources for money and legal issues; and find support for caregivers.

  • GovBenefits.gov – The official government benefits website. It is a free, confidential tool that helps individuals find government benefits they may be eligible to receive.

  • Caregiverlist – Connects seniors and their families with senior programs, eldercare options, Medicaid, and more.

  • National Institutes of Health – View an A to Z list of health and wellness information for older adults.

  • Pioneer Network – Advocates for elders across the spectrum of living options and is working towards a culture of aging that supports the care of elders in settings where individual voices are heard and individual choices are respected – whether it is in nursing homes or transitional care settings.

  • Center of Medicare Advocacy – A national, nonprofit, nonpartisan organization that provides education, advocacy, and legal assistance to to help older people obtain fair access to Medicare.

  • U.S. Living Will Registry – Assistance you register individuals & families and answer your questions about creating a living will.

  • USA.gov – An online guide to government information and services, including the basics about retirement and pension benefits.

  • Social Security – Help to plan for your retirement by providing detailed information about your retirement benefits under current law and pointing out things you may want to consider as you prepare for your future.

  • National Council for Aging Care – Help for older adults who want to live independently, plan finances, and take charge of their health care.

  • Pleural Mesothelioma is a rare cancer caused from exposure to asbestos. Due to the long latency period of the disease, around 80% of those diagnosed are seniors. The Pleural Mesothelioma Center is a free resource and service center for sufferers of the cancer.


Additional Information

On Retirement – Retirement planning ideas and advice from top personal finance and lifestyle bloggers.

Planning to Retire – How to get financially ready for retirement and to make your golden years the best they can be.

Retirement Researcher – Wade Pfau provides you with useful information to help guide you along the path toward a successful and sustainable retirement.

Nerd’s Eye View – Stay on the cutting edge, with important information about financial planning changes and developments for your benefit with help from Michael Kitces.

Financial Ducks In A Row – Jim Blankenship provides expert guidance for your retirement.