Senior Financial Life is a one-stop resource for today’s seniors.
Our network of hand-picked advisors has in-depth knowledge, professional expertise, and life experience in all areas that impact your finances – and your life.
Our team includes Certified Senior Advisors, long-term care insurance specialists, and care managers who are under the supervision of RN’s. Our insurance agents understand the importance of using Social Security projections that include Medicare premiums and fees (most projections don’t). The attorneys we work with are members of the Elder Law Association. The real estate agents we recommend are senior certified and the mortgage brokers are certified in both residential and reverse mortgages.
When you have questions about your financial affairs, we’ve got answers.
Our Team
Patti Goldfarb, Certified Senior Advisor, has been an employee benefits consultant and long-term care specialist for over 30 years. Patti’s philosophy is that no one should buy something they don’t understand, buy more than is necessary, or buy from someone they do not trust. She takes the time to understand each client’s situation, educate them about all available options, and help them make the choice that is right for them.
Patti is the founder of the New York State Association of Health Underwriters, an organization that was instrumental in the passage of legislation promoting the expansion of “partnership” long-term care policies that protect an indivdual’s financial assets from being depleted by Medicaid. Her articles about long-term care planning have been published in trade magazines and she has spoken for organizations including the American Society for Aging, the National Association of Health Underwriters, the New Jersey Institute of Certified Public Accountants, and the New York Women’s Bar Association.
Theresa Yarosh, CFP®, CLU®, ChFC® CKA®, founder and president of Macro Wealth Management, LLC, brings over 25 years of experience and financial acumen to the financial services industry. Her firm specializes in retirement accumulation and distribution planning, offering a complete portfolio of services and products to support a diverse range of clients in achieving their goals. She utilizes an economic model to assist in the financial decision-making process, ensuring that assets are coordinated, integrated, based on facts, designed beyond needs and goals, more easily implemented, and accessible. In 2015, Theresa founded Main Street Medigap, LLC, to guide those approaching retirement age or 65+ in making decisions regarding Social Security and Medicare.
Mark Richards, Loan Officer/Retirement Mortgage Specialist, Fairway Independent Mortgage Corporation, has been in the mortgage industry since 2009 and works with borrowers to ensure they receive the maximum financial benefit when purchasing a home or refinancing their mortgage. Based in Hackensack, N.J., he specializes in helping homeowners 62+ with reverse mortgages and has been a certified Reverse Mortgage Planner since 2015. With 1,300 loan officers in 250 offices, and over $70 billion in mortgages in 2021, Fairway’s client-centric focus, speed, and precision offers clients an alternative to big banks.
Linda Fau, Marketing Director/Visiting Angels is committed to helping our senior population live their best life in their homes and communities. Realizing how difficult it can be for families to find resources and information, Linda is available to assist with navigating senior care, answering questions and addressing concerns. Planning for care needs earlier rather than later can make the transitions less stressful and prevent injuries, promote well being and assist in maintaining desired lifestyle. Are you interested in finding out what programs, activities and events are available to you? Linda is eager to point you in the right direction.
Adria Gross, founder of MedWise Insurance Advocacy, is a New York State-licensed insurance broker and consultant. She specializes in finding loopholes through which insurance companies attempt to deny claims, and helps individuals resolve medical, long-term care, and rehabilitation claim matters. Adria is the co-author of “Solved! Curing Your Medical Insurance Problems” and “Multi-Payer Medicine Nightmare Made in the US.”
Miriam (Mim) Senft , CWWS, GBA, AAI, RYT, Adult Care Management, Benefits Design and Speaker. Mim is the Co-Founder and Managing Director and CEO at Motivity Partnerships and Co-Founder and Director at Global Women 4 Wellbeing