  
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.
- 707 W Jefferson Ave. Effingham, IL 62401
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:
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.
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 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
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.
