Financial Planning for Seniors
Our certified financial advisors can assist you with
strategies around your money and legacy planning.
Our services include:
Managing Retired Income
Our advisors develop personalized plans to manage your retirement income and ensure a comfortable lifestyle.
Navigating Insurance Claims
We assist with insurance claims, advocating for your needs and helping you get the most out of your coverage. Our team can take care of your end to end insurance claims.
Wills & Legacy Planning
We work with you and experienced legal professionals to assist you with your will and legacy planning.
Avoiding Financial Abuse
Unfortunately, seniors are often targeted for financial scams and exploitation. Our advisors will educate you on common scams and red flags to watch out for, such as unsolicited investment offers, pressure tactics, and requests for personal information.
Collaboration with Family
We can facilitate communication with your family members to discuss financial matters and establish safeguards together. We also review your financial statements, monitor for unusual activity, and recommend strategies to safeguard your assets.