We offer a FREE initial consultation. At this meeting we get to know you, explore your goals and objectives, income and expenses and your timeline. We will analyze your current investments, letting you know what is good and bad, and make suggestions, if needed, to improve your financial picture. If you choose to have us be your financial advisor, we will then create a customized portfolio for you. Since we are an independent advisor, we have relationships with a variety of financial service companies, and this enables us to use various products to help you reach your retirement goals. Please give us a call to schedule your free consultation.
Senior Financial Planning is a full-service financial firm committed to helping people pursue their financial goals. Our goal is to help you preserve and protect the assets for which you have worked hard to accumulate.