HES Partners
I spent 15 years in the financial planning and wealth management industry and have built a wonderful network of trusted professionals. If you find that you need the services of a realtor, an attorney, a financial advisor, an accountant, or any other estate-related professional, I know just who to call.
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**Aside from being an Estate Transition Specialist, I am a licensed REALTOR® with Atlanta Communities Real Estate Brokerage and provide realtor services separate from the services of Holcombe Estate Solutions.**
REALTOR®
Separately*, my REALTOR® partners and I over at Atlanta Communities can help you sell the family home quickly (or for top dollar) and make sure you get a great deal on the purchase of your dream home.
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I am a Senior Real Estate Specialist® and an Accredited Buyer Representative®. *All real estate is transacted separately through Atlanta Communities.
What real estate concern is on your mind?
Estate Attorney
Whether you are interested in the full boutique estate planning experience, or you like to cut through the fuss and just want rock-solid advice and legal work, I've got options for you.
Want to get connected with one of my preferred attorneys?
Financial Advisor
Do you have questions about an annuity your loved one owned or another investment vehicle? Are you wanting to get advice on how to stretch your inheritance to protect your own retirement or future goals?
Want to connect with a trusted financial advisor that wants to set you up for success?
Accountant
As the personal representative of an estate, you will likely need to file tax returns for your loved-one and possibly for the estate as well.
Would you like a referral for an accountant or CPA?
Estate-Related Referral
Managing the assets and liabilities of another person, whether deceased or incapacitated, can lead you to needing the support or service from multiple service providers. Here is a list of additional referrals I can make for you: Estate Sale Company, Appraiser, Senior Move Manager, Declutterer, Housekeeper, Landscaper, Home Health Care Provider, Hospice Worker, Grief Counselor, Social Worker, Death Doula, and more.
What concern you are trying to address?