2551 Roswell Rd NE,
Our firm specializes in helping our clients develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
Timothy P. Gelinas, CAS®, CFS®, CIS™, CSA
Tim has been diligently meeting the needs of his clients for over 25 years. He specializes in helping retirees preserve and protect their assets. His personalized service has won numerous awards and he has been...
I have been with Senior Financial Planning, LLC for 13 years. I enjoy working with clients to help them reach their financial goals. I oversee the day-to-day operations that are required to keep the office running smoothly,...
I joined the Senior Financial Planning family in 2017 in a part-time role and was blessed to be offered a full-time position in May of 2018. I am one of the voices you hear when you call the office. My main roles are account onboarding...
I manage our LifeTrack service developed by Estate Settlement Services. I help keep our clients organized and up to date with all their critical, personal information. I enjoy calling our clients on a regular basis and getting to know...
She has worked with her husband, Tim, in insurance and financial services since 2000. She has been the driving force for developing office systems and procedures and has been integral in the growth of Senior Financial Planning....
My professional background has included over 20 years in pubic and corporate accounting and 12 years of service with the US Dept. of the Treasury, Office of the Inspector General for Tax Administration. This experience provided an...