Carol Swain
(215) 757-7257
By earning the SRES® designation, Carol Swain has demonstrated necessary knowledge and expertise to counsel senior clients through major financial and lifestyle transitions involved in relocating, refinancing, or selling the family home. Carol Swain has received special training, gets regular updates, and is prepared to offer the options and information needed in making life changing decisions.
Carol offers clients the benefits of updates on senior real estate issues and is available to consel you and refer you to other professionals such as attoney's, financial advisor's, C.P.A.'s to assist in the difficult decisions that sometimes need to be made.
I have received extensive eduation on topics such as; tax laws, probate, estate planning, equity conversion strategies, and can offer you relevant information on current market trends as well as valuable resources regarding real estate transactions.
Understand the range of housing and developmental needs of each of the three major segments of the growing mature population.
Develop and maintain "senior" client relationships while earning the respect and trust of the mature client.
Understand the major concerns and fears facing each segment of today’s mature client population and have the tools needed to effectively address them.
Create a personalized housing plan for mature clients to reduce their fears and concerns about selling or buying.
Use counseling tools that reinforce the comfort and confidence required by today’s mature clients.
Help maturing clients take positive action in estate, real estate and financial planning.
Understand differing professional services and lifestyle needs of our maturing clients.
Develop concepts of how to move from a selling (salesperson) style approach to one of the professional counselor/advisor.
Provide the maturing client and their family with a housing plan outline for their consideration when the time arises.
Develop team-building skills with family members and other professional senior service providers in the community.
If you have any further questions please feel free to contact me. If you are looking for a home in a 55+ community please be sure to visit www.buckscountyboomers.com.