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SPECIAL SERVICES
FOR

COLORADO
PERSONAL REPRESENTATIVES

  Story Financial Group is a small, local Colorado company that specializes in assisting Personal Representatives manage the assets of an estate in a way that best meets the needs of the heirs.

We are unique in three very important ways:
  1. We Are Totally Open and Honest
    We make sure that you have all of the information you need to make an informed decision without the fear that you are being taken advantage of. We always try to provide you with the following information for every asset that you ask us to look at:
    Fair Market Value
    For real estate this is a comprehensive analysis of comparable sales in the area while for other assets this is an estimate from a reputable source.
    Estimate of Costs
    For real estate this is an estimate of closing costs but also an estimate of your monthly carrying costs so that you can accurately compare investment purchase options with listing your property with a realtor. For other assets this is primarily closing costs or brokerage fees. We will also include our profit expectations in this category so that all the cards are on the table and you will also know what we expect from each transaction.
    Net Cash Return
    This is the amount of cash that you will receive from each option. This is the bottom line that you should always use to evaluate which is the best decision for your estate. The best option for the estate will be what best meets the needs of your heirs and may not be the highest cash return. For example, in some situations it may be more important to get less cash but much sooner. Our goal is to be totally upfront so that you will be able to know exactly how much cash you are giving up to get your cash sooner.

    The links below provide more information on how this is applied to the various types of assets your estate may have to liquidate.

  2. We Provide Multiple Options
    We provide you with different options so that we can meet the unique needs of your estate and heirs. We can often provide immediate cash or if you do not need immediate cash we can offer other options that delay your receipt of cash but increase your total cash return -- you choose!

  3. We Provide A Comprehensive Service
    No one company offers to do more for you than we do. While we specialize in the purchase of Real Estate, we can also purchase almost any Financial Asset such as Seller Held Real Estate Notes, or any other non-liquid asset. We are also one of the few companies that can even provide you or any of your other heirs cash advances based on the total value of the individual inheritance.

For more information on any of our services please click on one of the following links and we look forward to hearing from you: 		 
Online Request For Appointment