Trusted Outside Professionals

Your Realtor

Downsizing, relocating, a second home — real estate moves are life moves, and they belong inside the plan.

The house is often the biggest number on the balance sheet — and the most emotional. We help you make the move with clear eyes.

Moves we help families plan

Downsizing: what the equity really frees up, after taxes and the next purchase.

Relocating for retirement — cost of living, state taxes, and proximity to family, quantified.

Second homes and investment property: what the plan can support without strain.

Selling an inherited home, and what to do with the proceeds.

How we work with your realtor

Before you list or bid, we model the move inside your Family Financial Plan — sale proceeds, capital gains exclusions, financing, and what changes for your retirement picture. Your realtor handles the market; we make sure the numbers serve the life you’re planning. Need a realtor? We’re glad to introduce you to ones we trust.

Allegia Wealth Management and LPL Financial do not provide real estate services. Outside professionals are independent of Allegia and LPL Financial.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.