Connecting Seniors
With
Their Dreams
We are dedicated to help seniors find their perfect home and help to remove stress and anxiety from their lives.
ABOUT
R&D Retirement Solutions
Our all-in-one concierge service for seniors eases the transition from their current residence, alleviating anxiety and uncertainty associated with downsizing. We offer complimentary in-home consultations, discussing their situation, goals, and dreams, and then create a roadmap with our trusted partners to facilitate their objectives.
Working with vetted partners, including downsizers, home-staging experts, lawyers, real estate professionals, financial planners, and mediators, as well as retirement communities, our white glove service brings value to seniors’ lives. Our complimentary consultations have been life-changing for countless clients.
SERVICES
In-home Consultation
We Provide Complimentary In-home consultation for the following services:
- Real Estate
- Wills & Estate Planning
- Senior Housing
- Downsizing/Moving
- Wealth Management
- Mediation
- Mortgages
- Retirement Communities
- Aging in Place services
TESTIMONIALS
What Our Clients Are Saying About Us!
My 84 year old Mom decided to sell her home and she had a number or requirements related to the sale. She wanted to deal with an agent who she could trust, who listened to her and treated her with respect. She actually interviewed another agent who she did not feel comfortable with. The relationship with Don and Rick was a major contrast. Don listened carefully and was very kind, patient and respectful. Rick helped to negotiate a good close to the sale with a couple challenges. We were most satisfied with how the important decision transpired with R&D Retirement Solutions.
WOW! R&D Retirement Solutions provided a caring, warm level of service and brought along a very confident team of professionals to oversee my move from start to finish. Rick and Don figured out how to sell my unit in a condo building that had a very low reserve fund and 3 special assessments scheduled over the next couple years. Then Dynamic Design and staging, 5 star Senior Relocators and Paramount Law, each company kept up my morale!! All of these professionals are well suited to working with Seniors experiencing a difficult, exhausting transition in their lives!
FAQ
Common Questions & Answers
Our strategy includes a combination of online listings, professional photography, virtual tours, open houses, and targeted marketing campaigns to reach potential buyers.
Absolutely. We will analyze recent sales of similar properties in your neighborhood to provide you with a
comprehensive CMA report and recommend a competitive listing price.
Yes, we have worked with many seniors in the past and understand the specific concerns and considerations that come with selling a
home later in life. We are here to guide you through the process and address
any questions or concerns you may have.
Absolutely. We can provide recommendations on how to declutter, rearrange furniture, and make minor
repairs or improvements to maximize your home’s appeal to potential buyers.
We believe in clear and consistent communication. we will provide regular updates on inquiries, showings, and offers, and we are available via phone, email, or in-person meetings to address any questions or concerns you may have.
The essential documents for estate planning include a will, durable power of attorney, healthcare proxy or medical power of attorney, and a living will or
advance healthcare directive. Additionally, trusts and beneficiary designations may be relevant depending on your specific circumstances.
It is recommended to review your estate plan every few years or when significant life events occur, such as the birth of a grandchild, marriage, divorce, or the
acquisition or sale of assets. Regular review ensures your plan remains current and aligned with your wishes.
Absolutely. We can provide you with references or testimonials from other senior clients who have benefited from our wealth management services. This can give you insight into their experiences and the value we bring to their financial lives.
VIBRANT SENIORS METHOD
FREE ON-DEMAND
VIDEO TRAINING
Learn About the New One-Stop-Shop Solution To Transition To The Next Phase of Life.