Copyright © 2010 - 2015 Senior Financial Services. All Rights Reserved.
Attend our Next
Utilize Tax-Advantaged Strategies.
Preserve Principal While Creating Growth & Income.
Appropriately Structure an Estate Plan.
Protect the Nestegg From the Unforeseen.
What Makes us Different?
By utilizing tax-deferred, tax-advantaged strategies, retirement concerns can be lessened dramatically. In this uncertain financial arena, how can you sustain growth and protect your accumulation simultaniousely? Simple: You seize every opportunity available to protect and grow your assets. That's where we come in.
Our Independence. There is no cookie-cutter solution and one size definitely does not fit all. As independent advisors, we have the freedom to shop for the right product for your personal situation. We've partnered with the best companies to offer our clients stability through any financial and/or economic conditions.
Personal Relationships with Our Clients.Senior Financial Services focuses on relationships, not just products. Before presenting financial strategies, we take the time to get to know our clients. We focus on what's important. "What's important" about money is different for everyone.
We like to think we are good listeners. Only after we understand what's important to you do we build a plan to meet your needs. We build a stable, solid retirement plan just for you.
Smart Choices About Money
Attend our Next
Senior Financial Services
What's the State of Your Wealth?
At Senior Financial Services, we help guide you through the financial decisions that make a difference in your life and the lives of your loved ones. We proactively help you build, preserve and manage wealth by taking a long-term, comprehensive and personalized approach that puts your financial situation within the context of your life, your goals, and your priorities.
The financial landscape is constantly evolving and over these past few years, the markets, investment solutions and tax laws have changed dramatically. Has your strategy kept pace?
We believe it is important to periodically assess whether you are appropriately positioned for the new economic and market realities. Contact us for a free, no-obligation consultation. We will answer vital questions, provide you with a preliminary assessment of your financial picture and suggest a new direction, if necessary.
What's our Focus for Your Portfolio?
No Cost, No Obligation Assessment. Click Here.
Preserve & Protect
Your Nest Egg
in Any Economic Climate.
Sign Up to Attend a FREE Workshop in your Area
50 and Older are Invited for a Free Dinner Following the Workshop