Denise Ross Email & Phone Number

𝐓𝐡𝐞 #𝟏 𝐄𝐧𝐞𝐦𝐲 𝐭𝐨 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐖𝐞𝐚𝐥𝐭𝐡 𝐢𝐬 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐆𝐚𝐢𝐧𝐬 𝐓𝐚𝐱𝐞𝐬!Are you feeling overwhelmed by the complexities of real estate and financial decisions? You’re not alone.Do these sound familiar?You’re navigating, or trying to avoid, family disputes over inherited property.You own real estate investments but don't know your rate of return or if it’s performing optimally.You’re ready to retire from being a landlord but don’t know how to transition without losing a fortune to taxes.You’re considering downsizing or helping a loved one do so, but you’re stuck on where to start—or what to do with years of accumulated “stuff.”You’re unsure if selling or holding onto your home is the smartest financial move.I get it. These decisions are some of the biggest and most emotional ones you’ll face. Real estate is 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 𝘫𝘶𝘴𝘵 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺—it’s 𝙮𝙤𝙪𝙧 𝙡𝙚𝙜𝙖𝙘𝙮, 𝙮𝙤𝙪𝙧 𝙬𝙚𝙖𝙡𝙩𝙝, 𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙛𝙪𝙩𝙪𝙧𝙚. And when you’re in the thick of these transitions, it can feel overwhelming.ʜᴇʀᴇ’ꜱ ᴛʜᴇ ɢᴏᴏᴅ ɴᴇᴡꜱ:ɪᴛ ᴅᴏᴇꜱɴ’ᴛ ʜᴀᴠᴇ ᴛᴏ ʙᴇ ᴛʜɪꜱ ᴡᴀʏ.As a Certified Real Estate Planner, I’m here to simplify the process and give you confidence in your decisions. Imagine:✔️ Having a clear, tax-efficient plan for your real estate investments.✔️ Transitioning out of landlord duties with peace of mind and no hefty tax bills.✔️ Finding the perfect downsizing solution for you or a loved one, with resources to handle everything from decluttering to your next move.✔️ Building a legacy for your family—without the worry of disputes or missed opportunities.I combine my expertise, extensive training and holistic approach to create tailored solutions. Working alongside your financial planner, attorney, or CPA, I help you:Minimize or defer capital gains taxes with proven strategies like 1031 exchanges.Protect and optimize your real estate portfolio to align with your life goals.Navigate sensitive transitions like downsizing, retirement, or probate.𝐋𝐞𝐭’𝐬 𝐒𝐭𝐚𝐫𝐭 𝐘𝐨𝐮𝐫 𝐏𝐥𝐚𝐧:Don’t let overwhelm keep you stuck. 𝘐’𝘮 𝘩𝘦𝘳𝘦 𝘵𝘰 𝘨𝘶𝘪𝘥𝘦 𝘺𝘰𝘶 𝘦𝘷𝘦𝘳𝘺 𝘴𝘵𝘦𝘱 𝘰𝘧 𝘵𝘩𝘦 𝘸𝘢𝘺.📩 DM me to book a strategy session or learn about my upcoming educational events. Let’s turn challenges into opportunities and build a brighter future for you and your family.

Listed skills include Medical Devices, Operating Room, Product Launch, Sales, and 22 others.

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  Texas A&M University

  Biomedical Science