11212 Davenport Street, Omaha, Nebraska 68154, United States

(402) 740-2744


Maximizing Equity For Your Next Step

Maximizing Equity For Your Next Step

Maximizing Equity For Your Next StepMaximizing Equity For Your Next StepMaximizing Equity For Your Next Step
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In Home Sale Consultation For Seniors

Welcome

Circumstances Change?  Downsizing?  Need Equity?  Need advice on the next best step? We are here to help you make the next move easily and protect your best interest each step of the way.  Don't hesitate to call today 

(402) 740-2744

Meet the Team

Rich & Dianne Bak - Real Estate Professionals at RE/MAX Results

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REALTOR Professionals helping seniors sell their homes to maximize equity and to transition to the next step smoothly!  From pre-sale home preparations through closing we'll handle it all for you.  We strive to provide outstanding  service to all and will always tell you what you need to know rather what you want to hear.  Your  specific real estate plan is tailored to you and rates are negotiable.  We have 2 children and 2 pets and have moved 6 times.  We understand the challenges and are very empathetic to family needs.

Steve Schmidt - Attorney at Carlson Burnett

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 I help clients get peace of mind about the future uncertainties of loss of mental capacity, end of life situations, asset protection, family protection and financial and non-financial legacy .   I can take complicated laws and strategies and describe them to clients in a manner that lets them understand the benefits to them and enough of the process to avoid or minimize unpleasant surprises.  I have generally been involved in the local church through music, kids’ ministry, outreach programs and church planting. I am a Past President of the Grace University Alumni Association.

Stephanie Swerczek - Simplified Financial Solutions, LLC - Medicare Focused

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Medicare Solutions is my focus! 

 In my work at Simplified Financial Solutions, LLC I am committed to maintaining the highest standards of service, integrity and professionalism in my relationship with my valued clients. Through careful listening and analysis, my ultimate goal is to identify client's financial and protection needs, find affordable and appropriate solutions, exceed their expectations and SIMPLIFY the process.  

Our Services

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Home Sales For Seniors

  • Pre-sale consultation to improve marketability
  • Determine home value and calculation of net equity profit
  • Marketing proposal and moving time line planning
  • Transparency with total costs to sell
  • Personal Representative and Family inclusion when needed
  • Homestead Property Tax exemptions

Nervous about your property sale? Don’t be. Whether you're getting ready to buy or sell, or just looking for some answers, our top-notch skills ensure you get the best experience possible. It’s what we love to do.

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Legal Services for Seniors

  •  Estate Planning
  • Medicaid and general asset protection planning
  • Charitable planned giving
  • Business succession planning

 We have great ability to understand the concerns and needs of clients and how to use their unique circumstances to put together a plan that uses the best tools to meet their unique goals. We can take complicated laws and strategies and describe them to clients in a manner that lets them understand the benefits to them and enough of the process to avoid or minimize unpleasant surprises. 


 

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Expert advice and advocacy to families navigating the complex Medicare and Insurance Industry

  •  We sit down with your entire family. 
  •  We’ll create a plan. Together.
  •  We will be by your side every step of the way,  advocating for you. 
  •  We’ll provide exceptional skill and care for you. 

 With so many Medicare and insurance options available, it can be daunting to make a choice that will affect your loved one’s life so completely. Our process ensures that you get thorough, accurate information that is customized to your family’s wants and needs. 

Call or email today for a no obligation consultation

Send an email now

Nebraska Senior Home Sales and Services

Omaha, Nebraska 68154, United States

(402) 740-2744

Open today

09:00 am – 06:00 pm

Monday - Friday: 9am - 6pm

Saturday: 10am-4pm

Sunday: 10am-3pm