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Senior Financial Services |
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About Us
Senior Financial Services is a full-service estate planning firm with advisers having over 50 years of combined experience in the financial services industry. As asset managers we help seniors and soon-to-be retirees develop a plan to accomplish their financial goals. With SFS, success is attained only when your family's financial objectives become reality.
What Others Are Saying About Us…
“This group helps seniors avoid being taken in schemes.”
-Pat Thompson
Fort Worth Star Telegram, Staff Writer
“I’ve taken several classes on finances. I learned
more in this class than all the others put together.”
-Richland College Course Attendee
“Life/estate planning taught with a real sense of humor
and wit while really giving valuable information.”
-Collin County Course Attendee
“This class shows me how little I know about preserving/enhancing
my estate. This is a ‘must take’ course for all
retired people.”
-Collin County Course Attendee
Contact Us