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Our Team
Life changes as you age. Your financial strategies need to change, too.
Maybe you’ve decided to retire. Start a new venture. Or move closer to your grandkids. Perhaps you’re dealing with chronic health issues or considering changing your will.
No matter what your situation, there are lots of decisions to be made and questions you need to answer:
- How will you live when you no longer get a paycheck?
- What if you outlive your money?
- What’s the best way to maximize your retirement dollars?
- How can you ensure your loved ones inherit all that you have created?
- Should you downsize, renovate, or relocate?
- How can you preserve your independence and dignity as you age?
- If you need long-term care, how will you pay for it?
How you plan your financial affairs will have a significant impact on how you are able to live your life in the years ahead.
Senior Financial Life offers you not just one expert, but an entire team of qualified specialists with a single goal: to empower you to have the life you wish for, in every possible way, with the resources available to you.
Our team specializes in helping seniors meet the challenges that impact their finances and their lives – from financial and tax planning, health insurance, and long-term care to residential choices and financing.
First, we listen. Once we have a clear understanding of your wishes and challenges, we explain the options and offer solutions that are right for you. We can also support you in making healthcare choices and help facilitate difficult conversations about end-of-life care with the most important people in your life.
Our Areas of Expertise
You will have countless decisions to make during each phase of your retirement journey, and you’ll be faced with new questions and concerns as your situation changes. The team at Senior Financial Life is here for you every step of the way.
Click the link or links below to learn more about how our experts can help: