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For Sellers Finances | Property Type | Healthcare NeedsHome Adaptations  | SRES® Professional Network 

 SRES® One-Sheets | Age 50+ Real Estate Resources

The SRES® Professional Network

Selling a senior's most valued and valuable asset, their home, and the subsequent move, often requires unique expertise on a number of different fronts. One compelling reason to choose an SRES® is that you'll gain access to their network of related service professionals. For seniors, that includes specialists across a wide array of financial, legal, property and personal services, from estate planning to downsizing.

Sometimes an older parent has a trusted attorney and accountant. If they don't, an SRES® can usually refer them and their adult children to elder law attorneys, estate planners, financial planners and tax advisors with experience in elder issues.

An SRES® maintains a professional network that includes individuals who can help with various steps of aging in place, the sale and move, offering assistance on these and other matters:

The decision to sell: reverse mortgage counselors can look at ways to use the home's equity to allow a senior to remain in their home, if that's preferred.

  • Prior to listing: tax specialists and financial planners to examine ways to protect assets
  • Preparing the home for showing: handymen, landscapers and clutter reduction specialists
  • Legal considerations: real estate attorneys to help with estate planning or closing
  • Moving: downsizing experts, senior moving specialists, estate sale planners, storage facilities

An SRES® also has ties throughout the local senior community. Many agents actively participate in a variety of senior and community service organizations. They can provide referrals to resources such as Meals on Wheels, home care services, public benefit offices, transitional services coaches, grief counselors, and other services, as needed.

SRES® Resources

As mentioned, a compelling reason to choose an SRES® is that you'll gain access to their network of professional resources that serve the needs of their clients. Many of their partner organizations are industry leaders and provide great references for education and tools to assist the needs of senior clients.  Here are just some of the many resources an SRES can provide:

Age in Place

AgeInPlace.com provides a way for consumers to discover relevant and useful information about aging in place through topics such as real estate, home modifications, finances, health care and assistive technology.

The Alzheimer's Association

The Alzheimer's Association is the leading voluntary health organization in Alzheimer care, support and research. The mission is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. The Alzheimer's Association's core programs and services are delivered through 77 chapters, regional offices, and other locations, which total over 300 points of service throughout the United States. For more information, visit www.alz.org

Alzheimer’s and Dementia Care, LLC

Alzheimer’s and Dementia Care, LLC provides 5-Star Quality Health & Elder Care Services with compassion and warmth. Their concierge services provide 10-hour, 12-hour and 24-hour live-in services in Fairfield County, New Haven County, Westchester County and New York City. They also provide continuity of care for their clients who maintain residences in Boca Raton, West Palm Beach and Naples, Florida. Their leadership and team of professionals come from a culture of compassion and strong convictions that older adults deserve to age in place with dignity and grace within the comfort of their own home or wherever care is needed. All of their caregivers are Certified Alzheimer’s and Dementia Caregivers. You can trust Alzheimer’s and Dementia Care with your loved ones. For more information, call or email MaryAnn Ciambriello today at (203) 520-0116 or at maryann@alzdementiacare.com, or visit alzdementiacare.com

Assisted Living Services, Inc. 

Established in 1996, Assisted Living Services, Inc. provides quality in-home elder care services and home care to clients and their families throughout Connecticut including companions and homemakers, personal caregivers, live-in caregivers and home care technology solutions. The company today has more than 300 staff and caregivers providing a broad range of home care services to hundreds of clients in 50+ townships in Connecticut. Their mission is to provide a broad range of services which promote independent living and help to maintain each client in his/her home environment as long as possible. Through these services, elder adults will be able to live their lives at the highest level of quality possible, maintain dignity, hold onto their assets and stay healthier – both in mind and body. For more information call (475) 999-4900 or visit www.assistedlivingct.com

Assisted Living Technologies, Inc.

Assisted Living Technologies, Inc. was established in 2010 and provides technologically advanced products which help seniors and individuals with special needs live at home safely.  They provide emergency response equipment, fall prevention alarms, remote monitoring and wandering prevention systems, medication management and home safety devices.  Assisted Living Technologies, Inc. has recognized that there are more elderly and special needs individuals living in their homes or community-based settings and an increased need for services and technologies to keep them there safely.  Assisted Living Technologies Inc. is the first company of its type in Connecticut - a company that has a sole purpose and product line that utilizes high-tech products to promote aging in place.  Assisted Living Technologies is a sister company to Assisted Living Services, Inc. which is a statewide provider of home-care services based in Meriden, CT, with branch locations in Clinton and Glastonbury, with expansion for other offices planned.  Established in 1996, the company has more than 350 employees.  For more information call (203) 235-TECH (8324), or visit their website at www.assistedlivingtechnologies.com

Caring Transitions

Caring Transitions is the nation’s largest and most trusted resource for relocation and household liquidation services.  Serving senior adults, families, caregivers, realtors, business owners, estate attorneys and other professionals, Caring Transitions provides unparalleled assistance with downsizing, organizing, preparing a home for sale, move management, packing, unpacking, estate sale and online auction.  With offices in every major market, Caring Transitions has the ability to manage local and long distance projects. For more information call (860) 406-8197, or visit their website at www.caringtransitionscentralct.com.

Certified Aging in Place Specialists (CAPS)

The Certified Aging-in-Place Specialist (CAPS) designation was developed by the National Association of Home Builders (NAHB) Remodelers™ Council, in collaboration with the AARP, NAHB Research Center and NAHB Seniors Housing Council.  This program was developed to provide professional training that would enable them to accommodate the needs of people over the age of 50, as well as the knowledge they would need to modify their homes for aging in place.  Visit NAHB.org for a directory listing of a CAPS in your area.

Chefs for Seniors

Chefs For Seniors is a first-of-its-kind meal service that connects seniors with licensed, professional chefs who prepare high quality, affordable, and nutritious meals in the home.  Our mission is to improve seniors’ lives through food. For more information, please call Cheryl Gieling at (203) 521-4097 or at cheryl.gieling@chefsforseniors.com, or visit www.chefsforseniors.com

Collegian Movers Inc.

When you move with Collegian Movers you move with one of Connecticut's finest movers. They are a top-rated moving and storage company in CT. They offer full-service residential and corporate relocation, packing, & storage services. Their goal is to exceed your expectations by providing you with customized moving solutions that meet your needs. Above all, they take care of you every step of the way. For more information call or email George Desrosiers at (203) 283-5050, Ext. 103 or George@CollegianMovers.com. Visit their website at bestmove.com.

Comparion Insurance Agency

Comparion lnsurance Agency is committed to helping you find the right coverage for your insurance needs including options from Liberty Mutual or other companies if needed. For more information, contact Joanmarie Zoeller, a licensed agent, for a free quote on all your auto, home, pet or life insurance needs. Call now at (203) 260-6651, or email Joanmarie.Zoeller@comparioninsurance.com.

Connecticut Senior Care Council

The Connecticut Senior Care Council (CSCC) is a vetted group of professionals representing the best in senior support and services within Connecticut. Each member of this Council represents a specific discipline whose goal is to provide exemplary care, services and support to our senior population.

Hill Financial Services, P.C.

Hill Financial Services, P.C. specializes in holistic financial planning. By taking into account your entire life, including your financial status, current income generation, financial needs, personal values, and risk tolerance, they can provide a more complete service to you. Their process is one of collaboration and mutual understanding. Just as they select investments that are right for you, they also help you understand those solutions. You will always know how your assets are working for you.

Plans are not meant to last forever. A financial plan is a living document, and it requires periodic review and enhancement to ensure a quality experience. As your trusted advisors, they are there to make that happen. Through constant monitoring and active communication, you are kept abreast of any possible changes to your plan. They truly care about your life and your goals. When you succeed, so do they. Your plan is created to help you determine what you want to accomplish. For more information, call Bonnie Hill, CFP, CPA, at (203) 292-9163 or visit their website at hillfs.com.

Lifeway Mobility

Lifeway Mobility is an accessibility solutions company that provides a wide variety of ramps, stair lifts, wheelchair lifts, transfer aids, and bath safety solutions to individuals and businesses in Connecticut, Massachusetts, Minnesota, Rhode Island and Wisconsin. At Lifeway Mobility, their primary goal is to understand the accessibility needs of their customers and their caregivers, then to identify the appropriate products and services that will meet those needs. They do not approach their business with the aim to sell products, but rather to understand the holistic needs of the customer and provide recommendations to improve mobility, comfort, independence, and quality of life. For more information, call (860) 292-1111 or visit lifewaymobility.com.

National Academy of Elder Law Attorneys

Members of the National Academy of Elder Law Attorneys (NAELA) are attorneys who are experienced and trained in working with the legal problems of aging Americans and individuals of all ages with disabilities.

Elder law and special needs planning includes helping such persons and their families with planning for incapacity and long-term care, Medicaid and Medicare coverage (including coverage of nursing home and home care), health and long-term care insurance, and health care decision-making. It also includes drafting of special needs and other trusts, the selection of long-term care providers, home care and nursing home problem solving, retiree health and income benefits, retirement housing, and fiduciary services or representation.

Established in 1987, NAELA is a non-profit association that assists lawyers, bar organizations, and others. NAELA's mission is to educate, inspire, serve, and provide community to attorneys with practices in elder and special needs law. NAELA currently has members across the United States, Canada, Australia and the United Kingdom. For more information, visit www.naela.org.

Oasis Senior Advisors

With so many amenities, services, and possibilities to choose from, how do you navigate the seemingly endless maze of senior living options?  As a FREE service, Oasis Senior Advisors makes finding your mom's or dad's next oasis a breeze. Their dedicated and compassionate Senior Living Advisors have extensive knowledge about senior living options in our area and work with you and your loved ones to find the "right place." They personally meet with you to discuss your needs on everything from lifestyle to budget. Oasis Senior Advisors are well versed in amenities, availability, and activities for all types of senior living options. Your Advisor selects matches based on your unique needs and then schedules tours and accompanies you on those visits. They make sure all of your questions are answered.  To find out more, give them a call today at (475) 619-4123 or visit their website at http://fairfieldcounty.oasissenioradvisors.com.


RetirementHomes.com is North America's largest and most comprehensive easy-to-use online Senior Living Directory, spanning the continuum of care from active living to assisted living and Alzheimer's Care, and everything in between.

Stardust Move Manager LLC

Stardust Move Managers LLC is a company of professionals who specializes in assisting older adults and their families with the emotional and physical aspects of relocation and/or aging in place. We offer a complete list of services to alleviate the stresses of moving. They have been working in Fairfield County with older adults since 2005. Visit their website at stardustmoves.com or call for a free consultation at (203) 569-6016.

The Next Street

The Next Street's Rehabilitation Program offers services to people who have experienced changes in their medical status or have a diagnosis that may influence their driving ability. In addition to comprehensive clinical assessments for those with medical conditions, The Next Street offers senior driver safety evaluations and pre-driving assessments for unlicensed individuals that hope to begin driving on their own. It is their goal to make this process easy and stress free and they are committed to addressing the specific needs of each individuals they serve. For more information, please call (860) 483-7009 for a program near you, email them at rehab@thenextstreet.com or visit rehab.thenextstreet.com.

The Senior List

The Senior List is a new grass roots web portal that links consumers with quality senior related services.  It is a custom built database managed largely by consumers and businesses themselves.  The mission at The Senior List is to bring consumers and quality senior citizen related businesses together.  

Starker Services, Inc.

Starker Services, Inc. is the nation's oldest, largest and most experienced independent 1031 Exchange Intermediary.  Starker's commitment to unparalleled service has earned their company national recognition as the leader in 1031 exchanges.  Starker performs all types of exchanges including delayed, construction, reverse and personal property. Contact Starker Services for complimentary literature at 800-332-1031 or 1031@starker.com.

Total Mortgage 

If you are purchasing a new home or refinancing an existing mortgage, let Jake Healy help you find the lowest rate and the best terms to meet your financing needs. He takes the time to walk all of his clients through the mortgage process from start to finish. He is available 24/7 to answer questions that come up along the way. He prides himself on his attention to detail and ability to truly understand his clients' specific needs to ensure a seamless and successful loan approval. 

For more information call Jake Healy at (203) 209-5554, email him at jhealy@totalmortgage.com, or apply for a loan today at https://www.totalmortgage.com/bankers/jake-healy

Your Financial Organizer

Overwhelmed by mounting debt? Frustrated by late fees? Can’t get motivated to pay your bills? You can regain control of your daily finances with their help. They are a personal household financial manager and motivator working with successful people who feel inundated by bills, mail, paperwork, debt, filing and associated household tasks. Providing personalized attention and a lot of hand holding, They are "the spouse without benefits." For more information, call Ann Adams at (860) 659-8345, email her at Ann.Adams.YFO@cox.net or visit their website at www.YourFinancialOrganizer.net.


Ready to review your current situationbuysell, rent, relocate or finance? Call our Seniors Real Estate Specialist Kathleen Turner today at (203) 767-0363 or click here to email Kathleen. The SRES® designation is conferred by the Real Estate Buyer's Agent Council of the National Association of REALTORS®. 

Copyright Seniors Real Estate Specialists®. Reprinted from seniorsrealestate.com with permission.