Carlos' List

The Baby Boomer retirement movement is a growing trend that will accelerate during the next 7 years. I offer a smooth and simplified retirement transition.

Carlos’ List can help Baby Boomers, by providing customized real estate services and referrals to related moving relocation services known for exceeding client expectations.

The advantage in working with me is that I can help with planning ahead of time for retirement; this new phase of life involves many factors, such as financial or health coupled with maintaining independence. Whatever the issues, I develop solutions.

Retirement homes are not always an option, and staying with family could be a solution, with alterations to their existing home. I can help with living arrangements, including referrals for alterations to the family member's home lifestyle.

Senior referral is helpful for retirees pursuing Independent Living, Assisted Living, Alzheimer's Care Nursing, Care Homes, Adult Day Care, Continuing Care, and Respite Care-Short Term Stay.

I work side-by-side with retirees to develop the best possible plan, including real estate services and referrals.

I offer retires in transition complementary referral services to vendors and contractors, clutter management, moving services, local and global real estate services, etc.

In addition, if cash flow is a concern, downsizing to a smaller home can result in mortgage and insurance savings.

It can also free up capital to reinvest into a retirement portfolio.

The IRS 408b tax code allows investors to use qualified retirement funds to acquire real estate within their retirement accounts, and I can help with that as well.

MISSION STATEMENT 

Carlos’ List is a referral transition service, offers referral support systems, with a complementary pool of affiliated services including financial advisors, vendors, contractors, and movers, etc., which can help with less stress during your local or global move. We offer appraisals of retirees’ current property along with sale preparation, etc.

VISION STATEMENT 

Carlos’ List exists to help to relief retirees in transition from stress of planning or having begun moving into an independent retirement life style, with services such as referrals to vendors and contractors. 

BENEFITS

1. My foremost goal is to help with a the real estate process.

2. My referral partners deliver related services for retirees. 

REFERRALS

* Vendors and contractors that help with your next move.

RESOURCES

* Contractors, such as clutter management and moving specialists

* Vendors, such as, new items for your next home

* Attorneys for areas of practice including litigation

* Estate planning, general business transactions and advice

* Corporate relocation corporations

* CA insurance

* Securities products and services registered brokers/dealers

* Financial representatives

* Investment Advisors.

RETIREMENT SOLUTIONS

My average clients are retirement age couples looking to find a community that fit their life style; I offer significant services for this age group, such as 

1. A referral list of vendors and contractors.

2. I keep clients up to date with research summaries about retirement trends, and solutions for various retirement challenges.

3. I too am in this age group, so I understand the unique challenges we face as we move towards retirement. 

INDEPENDENT LIST

Carlos’ Relocation List is an independent complementary list of services to help retirees offering referrals, for retirement transition services, both locally and globally.

SOLUTIONS 

Looking for a better lifestyle? Consider a smaller home as an option.

Whatever your goal, our partners can help with a customized plan that, depending on your needs:

* Remodeling

* Income property

* Reverse mortgage

* Appraisal

* Sale preparation

* Community information

* Moving consultation

A smaller home might be an option or a reverse mortgage maybe an alternative, an option for those who are at least 62 years old, to avoid mortgage payments, thus creating extra income.

I offer customized solutions with trusted advisors, vendors and contractors for your retirement transition needs.

If staying with family could be a solution, I can help with living arrangements, such as, referrals for remodeling construction and alterations to the family member's home.

For those who are not yet ready to retire a solution might be to invest in a retirement property while working; more and more people are purchasing homes either for their children to use or as an income property until they are ready for retirement. 

Do you know someone who is in the process of downsizing or needs information about of a senior residence or assisted living facilities?

Do you have clients who are considering a retirement home, but are unsure of funding?

Who do you know in need of simplifying housing services?

If you may know somebody who has these questions, please give us a call.