Real estate is our business, but helping 50+ homeowners and their loved ones transition and make the most of their money is our passion.

We are real estate brokers and investment consultants that specialize in helping seniors and their families with all of their real estate needs. Our goal, first and foremost, is to offer you the options and information you need to make good decisions about your home, both for now and in the future.
Our full suite of services include buying, selling, relocating, refinancing, staging, downsizing and aging in place. Putting our client's needs first, we have developed a concierge approach to handling the specialized needs of golden homeowners. Whether it’s financial planning, elder law or home health situations, we are the “go to” people you can turn to when approaching life-changing decisions.

How can we help make this process easier and less stressful →






Ray and Linda are now living their golden years on their terms.

Commonly, mature homeowners find themselves in a home that is unaffordable or difficult to maintain. But as Ray and Linda found out, there are solutions available by working with a team of real estate and financial professionals. See how we were able to help this couple find a financial cushion to enjoy their golden years.

Read full case study →


Mark Jones
CA BRE #01250265
Mobile: 714-342-1990



As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well?

My name is Mark and after obtaining my Bachelors Degree at Long Beach State University, I became a licensed real estate broker in 1999. Since then, I’ve gained the knowledge, background and experience to counsel seniors throughout the selling process.
Together, we can anticipate your needs and navigate through the real estate, financial and legal decisions when purchasing or refinancing your home. I look forward to representing your interests during this process.




Is a Reverse Mortgage Right For You?

By ignoring home equity as a potential income source in retirement, you’re essentially leaving two-thirds of your available retirement assets on the table.

→ Learn more to see if a reverse mortgage makes sense