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Your dream home is waiting for you.

For many young families, the first major financial accomplishment is to own a home. Later, many families reach the stage in life when it’s time to leverage their equity to finally own that dream home. And for “empty-nesters,” it’s time to decide whether to sell and downsize, or to keep the family homestead as a retreat for children and grandchildren. Many advanced seniors today find themselves deciding to convert their home asset into the comfort of independent or assisted living.

Financially prepare to purchase your dream home.

Every real estate dream, at every point in life, carries with it a unique set of issues. The task of matching your dream to the reality of your resources can be complex. Is it the right time? How much should we pay? How will we pay? Where is the best mortgage?

A Barrington advisor helps in this process by integrating real estate planning into your overall financial plan, and by spotlighting resources and strategies that might otherwise be overlooked.

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Do You Have a Grand Plan?