Downsizing Your Way to a Better Retirement

Immersed in the wealth management industry for over a decade, Adam recognized the value of providing clients confidence regarding their family’s financial future. “In today’s uncertain world, taking time to help clients become financially empowered is the foundation of every client conversation.” Adam and his team have built a unique process that ensures each client family has their own financial plan and accompanying investment strategy that is designed to withstand the unexpected challenges in their lives and in the world.

Keisha is a licensed and experienced Real Estate Broker who specializes in making home downsizing stress-free and easy. As an Accredited Senior Agent™ (ASA) (now called Lifestyle55+ Affiliate), Keisha is specially trained to work with clients who are 55 and older. She and her team of downsizing experts will prepare and implement an easy plan for decluttering and selling your house and finding you a new home in a community that is right for you both now and in the future.

Leanne is Founder at Dynamic Downsizers. a team of professional organizers, move managers and designers. From start to finish we are your helping hands. We’re here to make decluttering, downsizing and decorating quick, manageable and stress-free for our boomers. Our team will coordinate all the steps of your move and we promise you a smooth transition into your new home. Whether you're purging your home for your next stage, prepping it for the market or simply clearing up some space, we can take care of as much or as little of the process as you’d like. With our combination of services, Dynamic Downsizers is devoted to helping our boomer population live simpler lives.