. Your Competitive Advantage – I Am Personally Involved:
The ability to make informed decisions is vital to a positive outcome.
- I stay involved with you in every step – from start to finish,
- There is no one between you and me!
- I frequently communicate – candidly / openly / meaningfully / purposefully,
- The goal is to help bring about your desired results.
Values
- Clients First • Integrity • Informed Decision Making • Comprehensive Representation • Exceed Expectations
Mission
- I improve lives. In big ways through informed decision-making based on facts, finance, legal, estate planning, and tax analysis. In vitally important personal ways through human connection and meaningful communication. And, in simple, practical ways. But in all ways, my goal is to improve lives – to leave clients in a better position than when they came to me.
Vision
- RESIDENTIAL Sales, Legal, Tax Advice
- From property ownership to ‘home’.
- From ‘nest egg’ to positive NET proceeds.
- From NET proceeds to improved quality of life.
- Resulting in enjoyment & satisfaction.
- COMMERCIAL Sales, Loans
- From burdensome debt to improved cash flow.
- From higher interest rates to better terms / pricing.
- From just debt to debt that increases property revenues / value thru renovations.
- Resulting in improved bottom line profitability.
- Analytics generated from and driven by 30+ years expertise and …
I understand real estate from the inside out having been an active Realtor®-Broker and Attorney for 30+ years. My goal, in every representation, is to foster informed decision-making based on your unique circumstances. Together, we consider realistic options and act on those that maximize NET proceeds while mitigating legal & tax liability exposures. I am ready, willing & able to deliver superior comprehensive services.
REPRESENTATION THAT INCREASES NET WORTH –
WHY CLIENTS CHOOSE ME TO REPRESENT THEM.
My clients have a lot at stake.
Their business is personal.
I take you seriously.
My representation feels familiar / natural.
My clients ..
– trust my commercial real estate & finance knowledge.
– absolutely need an end-result-based advocate.
– negotiate from positions of strength.
– want open / free / frequent communication.
– appreciate candor, no BS.
– need to hear truth, options, reality.
– make informed decision making is vital.
– hear / read how I think.
– understand how I explain things.
They appreciate the comprehensive representation as a Broker & Attorney.
I have decades of practical, real-time expertise.
I am personally involved.
I am with you every step of the way.
Present.
Real.
Disciplined.
Result, solution-based oriented.
Confidential.
I. Am. A. Closer.
You will profit.
Your cash flow will increase.
Your PFS will grow.
In the end, I provide relief, solutions, and peace of mind. I am a highly communicative professional, your advocate, very knowledgeable in real estate and business matters (in particular) and other concerns too (from tax matters to estate planning, litigation, and family law concerns). If I cannot assist you, I will aim you toward professionals who can.
Call me at 818-512-1715 or email me here.
Let’s confidentially discuss your situation.
We client focused, resourceful, and solution oriented.
Collaboratively, we will implement the best strategy that fits your needs.