The home is part of the plan. We help carry it out.
A real estate partner for Connecticut financial advisors and CPAs: market value opinions for planning, estimated net proceeds, and well-run sales of inherited, downsizing and investment homes.
Prefer to talk? Call 860.406.4060
Where a real estate partner helps your clients.
For most families, the home is the largest asset on the plan. When it's time to value it, sell it or inherit it, your clients need someone who can move quickly and keep everyone informed.
Market value opinions for planning
A written, data-backed price opinion on a client's home or rental, for retirement, estate or net-worth planning. Delivered quickly, and same day when you need it.
Downsizing and retirement moves
Selling the longtime home on a timeline that fits the plan, with an estimate of the likely sale price and net proceeds before the client commits.
Inherited homes
A dated price opinion, a prepared and marketed property, and a sale that moves at the pace the estate needs.
Rental and investment properties
Pricing and marketing for rental and small multi-family properties, with the timing and the numbers you need to advise on the decision.
Divorce settlements
A neutral price opinion of the marital home for settlement planning, and a clean, well-documented sale when it is being sold.
Sales around a life event
A job change, a relocation or a move into senior living. Fast, organized sales with a single point of contact.
Numbers first.
Then the sale.
How we work with your practice.
Introduce the client.
The property, the timeline and what the client needs. A short call or note is plenty.
We scope it in writing.
What we'll do, what we'll need from you, and when you'll have it.
We keep everyone updated.
Timely written updates to you and your client, and a team that answers the phone.
Fast turnaround.A written market value opinion, same day when you need it.
A single point of contact.One person who knows the file and picks up the phone.
Your advice stays yours.We never give tax or investment advice, and we keep your client in your care.
Have a client on a deadline? Call 860.406.4060
Questions advisors ask.
How fast can you provide a market value opinion?
Usually within a few business days, and same day when you need it. Tell us the property and your timing, and we'll make it work.
What does a market value opinion include?
The property's details and condition, the closed sales of the most comparable homes, what is active and under contract nearby, current market trends, and a value range with the reasoning behind it. It's written, dated, and easy to share with your client.
Can you estimate what a client would net from a sale?
Yes. We prepare an estimated net sheet at a given sale price, with the expected closing costs and any payoffs you or the client provide, so you can run the tax and planning side before the home is listed.
How do you work with a client's tax and legal team?
As the client directs. We share written updates and key dates with their CPA, attorney and advisor, and we coordinate listing and closing timing around your planning calendar. Tax, investment and legal advice stay with you.
Can you help with an inherited or estate home?
Yes. That includes a dated price opinion, securing the property, coordinating cleanouts and repairs, and selling as-is when that's the right call, on the pace the estate needs.
What about rental or investment properties?
We can price and sell them. Tell us about the property, the tenancy and the timeline, and we'll tell you how we'd handle it.
Do you work statewide?
Yes. We are based in Southington and work across Connecticut.
How do I introduce a client?
Call 860.406.4060 or send a short note through the form on this page with the property, the timeline and what the client needs. We reply within one business day.
Have a client with a home to deal with?
Tell us about the situation. We'll reply within one business day with how we can help.