Our Process
Start with the end in mind so you can take the right steps in the right direction.
Everyone has different goals and portfolios. Our process seeks to help you understand the benefits and detriments associated with each strategy so you can make informed decisions.
What is our process?
STEP 1
Schedule your introduction call.
Schedule a no-cost 30-minute introduction call so we can discuss your lifestyle and legacy goals, what to expect, and determine if it makes sense to run your real estate exit analysis.
STEP 2
Run your real estate exit analysis.
Review the first draft of what your retirement plan could look like. Review our analysis of your current properties, including various what if scenarios based on whether or not you decide to sell the properties.
STEP 3
Review your exit options.
Discover the benefits and detriments of the various ways you could sell your real estate properties and transition into retirement.
STEP 4
Pick the path that is best for you.
Determine which path is best for you. Once confirmed, our team will help you implement the exit strategy and funding of your retirement plan.
STEP 5
Maintain your retirement plan.
Depending on the path you picked, we offer various services to help maintain your retirement plan and portfolio so you don't need to manage it all on your own.
Ready to explore your options?
Click the button below and schedule your introduction call today.
Our goal is to help you accomplish your lifestyle and legacy goals.
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Contact:
955-553-3732
9393 W 110th St
Suite 100
Overland Park, KS 66210
© 2025 Your Real Estate Exit Simplified. All rights reserved.
This content on this website is provided for informational purposes only and is not intended to serve as the basis for financial decisions. It should not be construed as investment advice or a recommendation.
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.
Tax, legal and estate planning services are available only to members who purchase the Kedrec Membership level. Tax, legal and estate services provided by our network of tax and legal professionals. Always consult with qualified tax/legal advisors regarding your unique circumstances.