Senior Services

 

When a cherished family member's living situation no longer suits their needs, it marks a challenging and uncertain chapter for all involved. This change can be triggered by various factors, such as health challenges, physical or mental constraints, or the loss of a lifelong partner. During this phase of life, myriad questions surface: Where do we turn for assistance? What choices are available? What financial considerations should we weigh? How do we embark on this transformative journey?

Team Bloomberg is committed to aiding individuals and their families as they navigate the transition to a safer and more accommodating living environment. Our process commences with assisting to pinpointing the perfect location for the older adult, ensuring their comfort and well-being in their new residence.

Whether you need a Trust Attorney, a Wealth Advisor who specializes in working with clients in transition, a CPA, or wish to inquire about Capital Gain Tax deferment opportunities, Team Bloomberg can guide you to qualified specialists who can assist you through any steps you might take. Our approach serves multiple purposes: it eases the transition's stress, addresses the emotional aspect of parting with a lifetime of possessions, provides the older adult with a reassuring, established process, and ultimately empowers them to embrace this new chapter in their lives.

Once the homeowner has successfully relocated and settled into their new environment, we return to the previous residence to initiate the process of preparing the property for sale. If the homeowner requires repairs or cleaning services, we provide written estimates from our trusted vendors, which the homeowner can approve based on a clearly defined scope of work. Depending on the area and approval, we can offer pre-listing home improvements with deferred payment until after the home has sold.

Once the property is ready for sale, our listing team takes charge of staging, photography, and marketing.

We take great pride in our cutting-edge A.I. Marketing Technology which harnesses the latest in digital exposure across various markets.

If you are interested in discovering how Team Bloomberg guides seniors through this transformative journey, please reach out to us. We would be happy to explore your unique situation and discuss the tailored solutions available for you and your loved ones.

TRANSITION

SUPPORT

Team Bloomberg assists seniors in transitioning to a more suitable and comfortable living environment. This includes identifying the ideal location and offering support throughout the process. Whether it's downsizing, moving to an assisted living facility, or any other transition, Team Bloomberg ensures a smooth and stress-free experience.


PROPERTY SALE PREPARATION

Once a client has successfully moved, they can relax while Team Bloomberg prepares the vacated property for sale. This service may include arranging for repairs, cleaning, and any necessary improvements to maximize the property's market value. Our team has sourced financing options for these services and would be happy to discuss it for you.


ESTATE AND ASSET PLANNING

Team Bloomberg has a network of professionals to assist seniors with estate planning, including creating wills, trusts, and other estate documents to ensure their assets are distributed according to their wishes. We can guide you to qualified specialists if you wish to take steps toward a comfortable retirement. We hope to provide peace of mind for our clients and their families' futures.