Home
About
Our Services
Resources
Blog
Contact
Client Login
- Fidelity Wealthscape
- OneView Reporting

Real Estate

David Barnes | Apr 19, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement

Savings

Real Estate

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.

Subscribe to Real Estate

Office

206 E College St. STE 200
Grapevine, TX 76051

Contact Info

P: 972-465-0100
F: 972-465-0400
E: efg@securitiesamerica.com

Get in Touch

Schedule an appointment

Legal, Privacy, Copyright and Trademark Information

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.