ACHIEVE YOUR FINANCIAL GOALS IN 2019

The New Year is less than a month away; however, the best time to set goals for 2019 is now. If you’re like many people, you may wish to create goals pertaining to your finances, whether you wish to keep more of what you earn or achieve financial freedom once and for all.

The excitement of the New Year prompts us to set ambitious goals; however, a month or two into the year, our goals have often long been forgotten. This information is intended to encourage you to set realistic financial goals that you’re invested in achieving.  From identifying what you truly want to setting SMART goals and creating a reasonable action plan, these tips will help you end 2019 even more financially fit than you are now.

A financial professional can provide you with the advice you need to create sound financial goals and establish your legacy. If you’d like a referral to a reputable financial professional in our area, give me a call!

Have a happy and healthy holiday season!


ABOUT BEVERLY

Purchasing or selling a home is an exciting and life changing experience, therefore it is important to choose the best Realtor to guide you through the journey. Beverly Tate is that right choice, one who you can trust and who will have your best interest in mind. She has the experience to negotiate on your behalf and guide you through the complex process of purchasing or selling a home.

Beverly is an active member of her community, living and raising a family in San Diego since 1993. She has been a licensed professional Realtor since 2003 so you can feel confident in her ability and experience serving the San Diego neighborhood.

Beverly’s past experience includes earning the 4S Ranch Office Rookie of the Year, her first year in business, and earning distinguished sales awards thereafter. In addition to ongoing education in the real estate field, she completed advanced education to earn the distinguished GRI designation, held by less than 6% of Realtors in California. Beverly places her client’s best interest as her highest priority.

If you have any questions about current market conditions, need a referral for a service, or want to chat about your home, feel free to contact Beverly. She would love to help you with your real estate sale or purchase. She looks forward to hearing from you and providing excellent personal service.


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Gorgeous fully renovated 2 story home situated in the desirable San Carlos neighborhood. Spacious 5 bedroom, 2.5 bath, 2,268 square feet home features fresh paint, new vinyl plank flooring, carpet,...
  • 5 Beds
  • 3 Baths
  • 2,268 sq ft
  • $749,000
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Large (Over 2,000 Sqft.), Pretty Four Bedroom, Two Bath Home with a Family Room. The Roof, Electrical System and Windows Have Been Replaced and/or Upgraded and the Home Has Fresh...
  • 4 Beds
  • 2 Baths
  • 2,000 sq ft
  • $535,000
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First time on market! Nestled in the highly desirable area of Rosemead, this beautifully maintained single-story home is tucked away on a quiet quiet cul-de-sac! Situated in the back of...
  • 3 Beds
  • 2 Baths
  • 1,121 sq ft
  • $528,000
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Modern, clean and contemporary, step inside this completely updated waterfront home in the quaint community of Faire Marin. This well-appointed property boasts beautiful curb appeal situated on the water inside...
  • 4 Beds
  • 3 Baths
  • 3,200 sq ft
  • $3,199,000
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Single level charming beach cottage with spacious Trex deck out front with some ocean, dune, and city views. There are original hard wood floors, 2 yr.old roof, new R/O, and...
  • 3 Beds
  • 1 Baths
  • 1,026 sq ft
  • $679,000
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2 bed/ 1 bath in the heart of Laguna Hills. Close to great schools, nearby parks, and shopping. This is currently tenant occupied with the tenants lease ending in April....
  • 2 Beds
  • 1 Baths
  • 897 sq ft
  • $339,000
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Wonderful Turnkey 4 Bedroom Home located in Hacienda Heights! This one level charmer offers a desirable open floor plan with 4 good size bedrooms and two tastefully upgraded bathrooms. The...
  • 4 Beds
  • 2 Baths
  • 1,454 sq ft
  • $538,888
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Turnkey property ready to move in. Award winning ABC Unified School district, close to office. This gem will not last. Upgraded bathroom, floors and kitchen. Newly remodeled, freshly painted throughout,...
  • 2 Beds
  • 1 Baths
  • 904 sq ft
  • $399,990
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GREAT HOME!!! GREAT LOCATION!!!! This beautiful, darling home has 2 bedrooms and 1 baths with den that can be used as a third bedroom. Floor plan that includes a spacious...
  • 2 Beds
  • 1 Baths
  • 839 sq ft
  • $419,999
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Light, bright and airy describes this welcoming nest at 6931 Alviso in Jurupa. Contemporary, soothing colors have been utilized throughout this home. There is plenty of room for family time...
  • 3 Beds
  • 2 Baths
  • 1,437 sq ft
  • $375,000
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Brand New Lennar Model home in a Gate Community, with community pool and recreation center. This home offers one bedroom and bath downstairs and tons of decorator items and upgrades....
  • 5 Beds
  • 4 Baths
  • 3,446 sq ft
  • $850,000
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WELCOME TO THIS GATED CONDOMINIUM IN GARDENA. THIS UPGRADED HOME FEATURES 2 BEDROOMS AND 2 BATHROOMS WITH DETACHED GARAGE. LAUNDRY AREA HAS SEPARATED ROOM IN THE COMMUNITY. WELL RENOVATED WITH...
  • 2 Beds
  • 2 Baths
  • 1,009 sq ft
  • $355,000
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Exquisite Home situated in prestigious 24-hour guard gated of Mulholland Estates. Classically elegant w/ dramatic architectural touches & magnificent elements of design. Impeccable attention to details. Dramatic two-story grand marble...
  • 7 Beds
  • 11 Baths
  • 8,620 sq ft
  • $9,250,000
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One of a kind property and will not last!!! Spectacular view situated on approximately 1.21 acre flat usable lot. This home was built in 2003 and features 4 bedrooms and...
  • 4 Beds
  • 3 Baths
  • 2,559 sq ft
  • $850,000
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Absolutely amazing mountain views from the back of this home! It feels as if you are walking into your own zenful mountain retreat on a large lot with neighbors only...
  • 3 Beds
  • 2 Baths
  • 1,248 sq ft
  • $289,888
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Excellent detached home in Oceana East II! Rarely on the market, on a wide and private dead-end street! Wrought iron gate entry leads you into a private courtyard between the...
  • 2 Beds
  • 2 Baths
  • 1,292 sq ft
  • $372,500
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Turnkey and highly upgraded pool home, situated on a nice 10,231 SQFT lot. Extensively updated using high quality materials and attention to detail throughout. The large remodeled kitchen overlooks the...
  • 3 Beds
  • 3 Baths
  • 2,184 sq ft
  • $839,000
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Beautiful single-story 4-bedroom home with many upgrades. Rare 75-foot paved RV parking behind gated side yard. Includes dump station and 50-amp electrical hook-up. Centrally located in Chino Hills close to...
  • 4 Beds
  • 2 Baths
  • 1,957 sq ft
  • $639,000
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Location! Location! Location! Located in the Swarthout Estates area this home sits overlooking the beautiful trees down to the valley, with spectacular views all around! This home is a one...
  • 3 Beds
  • 3 Baths
  • 3,860 sq ft
  • $595,000
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Spacious, well-lit unit with a bright, and airy open floor plan! Needs some TLC. This top floor, 1 BR 1 BA at approx. 516 SF opens up to a large...
  • 1 Beds
  • 1 Baths
  • 516 sq ft
  • $210,000
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Come take a look at this great condo in one of the best locations. Little Tokyo Area. Close to everything downtown LA has to offer. Great complex. Built in 2005....
  • 1 Beds
  • 1 Baths
  • 908 sq ft
  • $619,900
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Beautiful Three bedroom + 2 1/2 bath condo located in Garden Grove. All Granite counter tops in kitchen and baths. All bathrooms are fully updated including new toilets and vanities....
  • 3 Beds
  • 3 Baths
  • 1,192 sq ft
  • $419,000
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brand NEW remodeled with move in condition. Arcadia School District. Great location - Walking distance to Supermarkets. Restaurants, Post Office, Banks, Arcadia Mall. Property offers 3 bedrooms, 2.5 bathroom. One...
  • 3 Beds
  • 3 Baths
  • 1,588 sq ft
  • $639,000
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Gorgeous, impeccably cared-for property, first time on the market in nearly 20 years! This 5 bedroom 2.5 bath home located in Canyon Crest is functional and versatile enough for families...
  • 5 Beds
  • 3 Baths
  • 2,356 sq ft
  • $589,900
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STUNNING SINGLE STORY HOME in the Tierra Shores GATED community! This home is the definition of turn key move in ready! No expense was spared in this custom home. OWNED...
  • 3 Beds
  • 2 Baths
  • 1,979 sq ft
  • $399,900
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Welcome to this beautiful spacious 752 sf single family home in Oak hills area in the high desert. This single story home is situated on 2.5 acres of flat lot....
  • 3 Beds
  • 4 Baths
  • 3,752 sq ft
  • $475,000
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Views, views, views……Panoramic views of Huntington Beach and the mountains. GREAT CORNER UNIT location, near the beach with cool breezes. Very spacious two bedroom, 2.5 bath town home. Two car...
  • 2 Beds
  • 3 Baths
  • 1,494 sq ft
  • $629,000
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Welcome To Fairway Village. This 3 Bedroom/3 Bathroom Townhome is set above the fairways of Fullerton Golf Course with views of the course, hills and mountains. The community association includes...
  • 3 Beds
  • 3 Baths
  • 2,126 sq ft
  • $660,000
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This is a two-story detached PUD in great area of Monrovia. Corner lot at the end of the community for privacy and quietness. This 4 bedrooms 3 bathrooms has been...
  • 4 Beds
  • 3 Baths
  • 1,825 sq ft
  • $699,000
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Wonderful Lomita home with great curb appeal, located on a quiet street. Spacious home with great flexible original floorplan. Enter at covered entryway with porch. Ground floor features vaulted ceiling...
  • 4 Beds
  • 3 Baths
  • 2,442 sq ft
  • $799,900
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This information is deemed reliable but not guaranteed. You should rely on this information only to decide whether or not to further investigate a particular property. BEFORE MAKING ANY OTHER DECISION, YOU SHOULD PERSONALLY INVESTIGATE THE FACTS (e.g. square footage and lot size) with the assistance of an appropriate professional. You may use this information only to identify properties you may be interested in investigating further. All uses except for personal, non-commercial use in accordance with the foregoing purpose are prohibited. Redistribution or copying of this information, any photographs or video tours is strictly prohibited. This information is derived from the Internet Data Exchange (IDX) service provided by San Diego County SPN. Displayed property listings may be held by a brokerage firm other than the broker and/or agent responsible for this display. The information and any photographs and video tours and the compilation from which they are derived is protected by copyright. Compilation ©2019 San Diego County SPN

Properties on this website was last updated as recently as 2/20/19 3:15 AM PST.