Free Information Session



New Report: 7 out of 10 Adults Have Difficulty Talking to Their Parents About Money and Life

Frustrated or don’t know where to start THAT conversation with your parents?

Sign up for this Free Information Session and receive this valuable FREE report to learn important steps to start the discussion with your parents.


We’ve learned a lot and want to share it with you:

  • More than one-third of the U.S. population reached age 50.

  • 17 million baby boomers (20 percent) were age 60 or older.

  • Generation X moved into middle age and began knocking on the door of age 50.

  • Boomers aren’t moving – if they do they lease more often

  • Most homeowners do not have a living trust set up

  • About 70 percent of people over age 65 need some type of long-term care during their lifetime. SOURCE:

  • 2018 REALTOR Expo -2018 Housing market forecast

    • Millennials leaving the nest & the state “getting a life”

Sign up for your personalized Lifestyles & Options Information Session today. Simply call 408-705-6817 or In this one hour session, we will review your current situation, One on One, in person,  and we’ll walk through the checklist, discuss the presentation and next steps tasks to make sure you’re set.

We will not pressure you into anything

Walk away with a plan for your future

Invite your spouse and family members to attend

Will meet at your home at a convenient time for you

learn how to bring up this touchy subject with your parents



What we’ll discuss

  • Knowing You
  • Being Prepared
  • Age in Place, Independent Living, and Other Housing Options
  • Is It Time to Make a Transition?
  • Financing Options
  • Tax Matters
  • Props 60, 90 and many others
  • Capital Gains
  • Legal Matters
  • Life Estates and Trusts
  • Building a checklist and finding dependable professionals.

Call today 408-705-6817 and you will receive a free Continuum Plan Checklist!


Make a Planning Continuum

When you have a plan, you’re ready and you can rest easy.  Just like having an emergency plan for earthquakes, fires etc. you need a thoughtful, integrated plan that takes care of every contingency.

“My husband & I have been working w/ Vito for 10+ yrs & wouldn’t trust anyone else to handle the selling/buying of my family’s house (3 transactions to date). He’s extremely professional, honest & genuine. Not only does he go above & beyond, but he takes the stress out of the Silicon Valley real estate craziness.” —Claudia and Ben

We partner with, elder care, financial, legal, insurance, trust professionals to ensure we answer every question and help you put together a cohesive plan. 

  • Financial assistance, home loans, planning
  • Trust, wills and real estate lawyers
  • Elder Care,
  • Local, state, and federal assistance programs
  • Licensed contractors from every trade

Check List of Dependable Professionals. Trusted, Vetted Services in these categories:

  • Personal
  • Property
  • Legal and Financial


Call 408-705-6817 today and Receive this informative report free:

New Report: 7 out of 10 Adults Have Difficulty Talking to Their Parents About Money and Life

Disclaimer- We do not furnish other professional services with your information, we do not sell nor do we refer you to other professional services for money. The intent of this free seminar is to share our experiences and knowledge with you so that you can learn from our knowledge, avoid mistakes others as well as ourselves have made, or answer questions you may have about other services. We also expect you to help share your experiences so that we may learn from you. We do not offer legal, accounting, Investment. Insurance, tax, or other professional advice outside real estate sales. We do not offer investment opportunities or timeshares. Our hope is that you appreciate and have learned enough here that you think of us when it does come time to buy or sell your home.