With the current prices of houses in Northern California, our homes can be a small part of our family's wealth portfolio or a large part, as when folks retire and all they have is their home. This may or may not be the most optimal way to retire...it really depends on their income, debt load, as well as their short term and long range financial objectives, at this most sacred time.
Our Real Estate and Financial Services practices are unique in the industry because we address ...all aspects of a family's current wealth management process through retirement and beyond to legacy planning. We are the experts to work with you, your parents, and your children.
Our independent team has experienced Realtors®, Estate Planning Attorneys, CPAs, Insurance Companies, and Financial Planners....and of course Berkshire Hathaway HomeServices Drysdale Properties for any and all Real Estate assets, whether managing, purchasing, or listing for sale.
Berkshire Hathaway HomeServices Drysdale Properties has the capabilities of translating information including contracts and real estate details into any language you and your family are most comfortable understanding and speaking.
We conduct group seminars and can offer individual meetings to discuss your important financial concerns in our many offices throughout San Francisco, the Bay Area, and the Tri-Valley. You are welcome to join us for a confidential and informative meeting and complimentary consultation.