Navigate the Next
Chapter Confidently

Your Certified Senior Real Estate Specialists®
in Coastal Orange County, California

Get Expert Advice

Certified Senior Real Estate Specialists (SRES®)
Guiding You Throughout the Retirement Years

Understand all of your options

Get expert guidance in the decision making

Have a partner manage the process

Leverage our resources for years to come

Follow Your Dream. We’ve Got The Planning Covered.

Retirement, and the years that follow, are not a destination but a journey. They require thoughtful and intentional planning so that you can enjoy everything these years have to offer. To help clients begin to think about what comes next, we’ve developed some helpful guides:

  • Explore Types of Senior Housing
  • Benefits and Drawbacks of Downsizing
  • Financial Planning for Senior Living
  • The Role of a Certified SRES® Agent

Start Early So You Can
Enjoy More

When you meet with our team, we’ll help you:

  • Define and refine your goals and plans for the golden years
  • Explore senior-friendly housing options
  • Learn your home’s value
  • Understand if your current home is a suitable long-term option
  • Discover ways to make your current home adaptable to your
changing needs
Get Expert Advice

Leverage Our Experience
to Make Informed Decisions

With graduate degrees in business and law, we’ve got you covered.

$1B in Career Transaction Volume

Over 350 Happy Clients Served

Fully Accredited to Serve Seniors in Real Estate

Established Partnerships in Estate/Tax Planning and more

Nationwide Network to Support Relocation for Retirement

Make the Next Smart Move.

No matter where you are in your journey, whether just beginning to plan or needing to make an imminent change, we’ve got resources to support you every step of the way.

  • Established relationships with senior friendly living options
  • Out of town relocation services
  • Downsizing or right-sizing
  • Selling your current home
  • Decluttering and Staging
  • Property marketing and logistics
  • Move management and more
Get Expert Advice

Our Partners
Are Your Partners

Navigating the financial aspects of your golden years can seem complex and confusing. Our hand-picked partners provide invaluable assistance to older adults.

  • Estate Planning
  • Financial Planning
  • Tax professionals
  • Senior & Specialty Move Managers
  • Fine Art Appraisers
  • Estate Sale Specialists
  • Donation Coordination and Disposal
Get Expert Advice

The resources and guidance you need to make the smart move

Empowering Caretakers: The Essential Guide to Real Estate Decisions for Aging Parents

READ MORE

The Biggest Misconceptions of Senior Care

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We wholeheartedly recommend her services, especially for seniors.

We are so grateful for Stephanie Lowe! After our mother’s passing, we had to sell her home–a home our family had loved for almost 50 years. Stephanie stepped in and handled every detail of the sale with care and compassion, allowing us to grieve without added stress. Stephanie's expertise and negotiating skills were invaluable for navigating the complexities of selling a long-time family home, and we wholeheartedly recommend her services, especially for seniors or anyone experiencing major life transitions. The professionalism of Stephanie’s entire team ensured our mother's affairs were settled seamlessly, providing much-needed peace of mind for our family during an otherwise tumultuous time.

– Erika and Charles K

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