KW Real Estate Planners

A Real Estate Planner is a licensed real estate agent that is certified and has the knowledge, training, and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goas of the family.

Why The Burk Team?

Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past. What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate strategy and reacting later in life. As a Keller Williams (KW) Real Estate planner, our approach to real estate is different. While a Real Estate Agent will focus on finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals. You will be amazed at the difference. a Real Estate Planner can make.

As agents who are experts in this local area, We bring a wealth of knowledge and expertise about buying and selling real estate here. It's not the same everywhere, so you need someone you can trust for up-to-date information. We are eager to help you. Here are some of the things We can do for you:

A Program For Seniors To Plan A Comfortable And Secure Future

Our program is designed to help seniors plan a comfortable and secure future by providing guidance on Decluttering, Rightsizing Your Lifestyle, Needs and Planning your Real Estate Needs before you have to react to an emergency. We help you plan your Real Estate whether it is aging in place, downsizing, or finding an adult community that fits your lifestyle.

A Comprehensive Buyer Program for Every Budget and Lifestyle

Our program caters to your unique lifestyle and budget by providing guidance, practical resources and personalized strategies to help find the perfect home at an affordable price.

A Comprehensive Program to Sell You Home in Today's Market

When it's time to move, you need someone will provide a professional comprehensive program with expert advice and practical strategies for navigating the current real estate landscape and maximizing the value of your property.

Invest in Real Estate

We are trained with the tools to evaluate your Real Estate Asset with our Asset Performance Test.  We will evaluate your cash flow and make recommendations for more attractive properties here or elsewhere with successful agents across the USA. If you are tired of the calls to fix things we can help you work on a Delaware Statutory Trust so you can do a 1031 Tax Deffered Exchange into another property with better returns than your current asset(s) enabling you to continue your income and pass the assets to your heirs when you pass.