Find Your San Diego Dream Home

Legacy Equity Advisors

Legacy Equity Advisors is an independent real estate brokerage based in San Diego, California, focused on helping clients make confident, well-informed decisions about their homes and their future.

We guide both buyers and sellers through every step of the real estate process with a strategic, personalized approach.

What sets us apart is our ability to connect real estate clients with  thoughtful financing solutions with.  We provide access to a wide range of options—including traditional financing as well as home equity strategies through our affiliated lending partners- solutions designed to support our clients personal financial goals.

For homeowners just retired or soon to retire, we can design purchase and payment options tailored specifically for retirement.

 

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Ted A. Lange
Ted A. Lange, CFP®

Broker | MLO | Owner

Ted A. Lange Sr. CFP® is a Certified Financial Planner with over 30 years of experience in Retirement Planning  for just retired or soon to retire  individuals and families using home equity strategies pay for the unexpected that can destroy your retirement plan

As the founder of Legacy Equity Advisors and co-owner of Senior Life Source Inc., Ted works with clients to explore real estate and financing options that support their long-term goals.

His areas of focus include:

Ability to work closely with your Financial Advisors

Home equity strategies to support cash flow and financial flexibility

Real estate planning for downsizing, rightsizing, or relocating

Funding strategies for aging in place or future care needs

Ted is comfortable working  with your Financial Advisor, CPA and other professionals to ensure you have a financially Stress Fee Retirement

He provides Competent, Objective Advice so you make informed decisions aligned with your goals.

Mortgage services are offered through a licensed lending entity. Not all services are provided under the real estate brokerage license.

Ted A. Lange, CFP®
Broker | MLO | Owner
MLO NMLS#455531
CFP ID#35581
Broker DRE#02193796

(760) 753-1568
Ted@LegacyEquityAdvisors.ai

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Ted made my process easy and smooth by explaining very clearly what to expect and how to proceed. He is very knowledgeable and personable. I highly recommend working with Ted to get the job done right.

- Eileen M. | Vista