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What We Do

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel more confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment management services
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

A few questions to consider.

  1. Do you have a will and has it been updated?
  2. Do you have children from a previous marriage or a blended family?
  3. Do you want to avoid the time and cost of probate?
  4. Have you been taught the most tax effective way to use your 401k?
  5. Have you been taught how to make your IRA/401k Multigenerational?
  6. Medicare? Are you aware of the options available to you?
  7. Will you be taxed on social security benefits and ways to avoid taxes?

Senior Financial Advisors can help you answer these and many other questions. We believe that retirement is the time to stop worrying and start LIVING!