You Can Have a Successful Retirement

A successful retirement is within your reach. At Senior Financial Solutions, we’re dedicated to helping our clients achieve their long-term financial goals by utilizing the right tools. We have a straightforward, honest, client-first approach that takes into account your individual needs and goals.

Learn About

Our 3 Core Values

We treat your retirement goals as if they were our own. We know how hard you work to achieve a successful retirement. If your priorities align with ours, we could be of help to you. Our three core principles are:

Safety

Our topmost priority is keeping your money safe. We know how hard you’ve worked your entire life to save up for retirement. Now, it’s a matter of keeping those savings safe.

Reasonable rates of return**

We can lead you to options that come with reasonable rates of return,** to guarantee* that you don’t run out of money late into retirement, and can afford to reach all your retirement goals.

Keeping Things Simple

Keeping your eye on investments, as well as current events and how they could financially affect you, is stressful. Rest assured, you can retire with confidence. Your strategy for a successful retirement can be simple and straightforward. We take the time to sit down with clients, explain to them how we can help, and what their options are.

OUR SERVICES

Our Services

We offer a number of services, which we take a succinct, holistic approach to. Call us today, for a no-cost, no-obligation meeting, where we can discuss things like:

Life Insurance

Secure the future of your family with the right life insurance policy with help from Senior Financial Solutions.

401(k) Rollovers

From opening a Rollover IRA to investing your assets, our team seamlessly handles every step on your behalf.

Medicare Supplements

We can help to keep your out-of-pocket expenses down, with the help of Medicare supplemental insurance.

Lifetime Income

Senior Financial Solutions can help you perfect your retirement strategy, so it's tailor-made to your needs and goals.

Long-Term Care

We offer tools to cover the costs of long-term care, should you end up needing it, so that your assets remain safe.

Annuities

Annuities are an additional tool you can use to help yourself in retirement. They offer a lot of flexibility in comparison to other financial vehicles.

Reach Out to Us For

More Information

Our seminars are hosted at gourmet restaurants. The meal and the informative presentation are both no cost to you. We can educate you about your retirement options and other relevant topics. All you have to do is reach out to us to reserve a spot at an event.

What Our Clients Are Saying

    
 
 
        
   Debbie Womack 
 2023-06-21
 
 
  Professional staff and good service!
  
 
       
   Gerry Ballinger 
 2023-04-27
 
 
  
  
 
       
   Steve Cox 
 2021-07-27
 
 
  After speaking with Jared and John it became very clear to me that I need to make a sizable investment into their program. Safeguarding my hard earned money is very important to me during these uncertain and difficult times. Having the ability to get a return but also safeguard my investment if the market were to turn South.. I highly recommend speaking with both of them about how to get the best return and the safest place to place your hard earned money as well.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 3 reviews