"Some rob you with a gun...Others rob you with a pen." - Woody Guthrie

Knowing who to trust makes all the difference when protecting your family and your finances.

At Senior Financial Services, our purpose is to assist you by answering some of your most pressing concerns.

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MEDICAL COSTS

Can I protect my life savings from nursing home expenses? What about House Bill 2292?

Is it smart to pay high premiums for long term health insurance that I may not use?

What are my alternatives?

 

LEGAL ISSUES*

"Why doesn't my Will help me avoid probate?

here a way to keep my personal affairs private?

Is it harmful to put my children's names on my assets to avoid probate?

FINANCIAL CONCERNS

Is it possible to reduce taxes on my Social Security Income?

Can I get a better rate and still have safety with little or no market risk?

Are Variable Annuities a good investment for senior adults?

Is it possible to stay in the Stock Market, avoid costly commissions, and actually have my money managed?

What about paying a Commissioned Broker?

What type of Financial Advisor should I choose?

What is the cost of Brokers versus Advisors?

Investment Summary


*Legal information is not the same as legal advice