Senior Financials, LLC is a full-service independent financial consulting firm that specializes in retirement planning, retirement income strategies, money management and estate conservation. 

This current investment climate offers tremendous challenges while at the same time an incredible opportunity.  Here at Senior Financials, we help clients navigate through the challenges and seize the opportunities that make the most sense for their situation.  With Senior Financials, you don't have to go it alone.  We are a local firm that portrays the kind of clarity and caring expertise that makes planning a pleasure.  Here are a few topics to consider:

• Financial Planning - Prioritizing your goals and objectives, analyzing your situation, proposing realistic and commonsense solutions, all while taking in consideration changes in the economy, tax code and/or your overall personal and financial situation.  

• Retirement Planning - Helping you navigate through the potential retirement roadblocks, including: rising expenses, taxes, investment risk, health, etc...

• Investment Planning - Continually reviewing all of your investment allocations, amount of risk you are exposed to and reconfirming the appropriateness of them as time goes on. 

• Estate Planning - We look at strategies to help minimize taxes and the direction of your assets after death.  In addition, we review estate planning tools called advanced directives.  These are extremely important to have in place, especially if you should suffer a catastrophic illness or become incapable to manage your own affairs.  

• Client Service - Our ongoing commitment is to foster long-term relationships with our clients with the utmost integrity and respect. We maintain close ties with our clientele by meeting regularly, monitoring the progress of their plans and making improvements and modification whenever necessary.

Phone today with your questions and see how we're able to help you.