Real Estate/Business Services
TDF Senior Services
Jim is a licensed Real Estate Broker for 25 years specialising in showing seniors how to monetise and protect their assets.
Speaker Topics: Real Estate, Home Equity & Estate Planning
Popular Talk: Seniors: Broke with a Fixed Income and Unfixed Expenses
Specialties: Seniors, Asset Management, Reverse Mortgages, Living Trusts
Jim Carlson is a senior like his clients. He is a licensed Real Estate Broker for 25 years specialising in showing seniors how to monetise and protect their assets and their legacy through the proper use of home equity and real estate planning, by using a government insured reverse mortgage and an attorney directed Living Trust.
Jim is Southern California raised and educated. He is enjoying an active retirement with a little golf, watching college football and spending time with family and friends. He is active in several organisations who support the senior community in Orange County, CA.