We have worked with thousands of seniors and their families over the years, and one question that always comes up is “How do I make sure that I have enough money to last my lifetime?” It’s an important question.
We want to make sure you not only have enough money to last a lifetime, but you also have enough money to do the things that you want — to travel, to participate in your favorite hobbies, sports and activities, to spend time and money on your children or grandchildren, or to do whatever else that makes you happy.
We understand that the true purpose of money is not to collect it. The true purpose of money is to provide you with the independence to do the things you want to do for as long as you want to do them.
Over the years, we have connected with the best financial advisors in the business — not just any advisors, but thoughtful, caring, responsive advisors who understand the specific financial issues facing seniors. So, if your financial situation is keeping you awake at night, let us know and we will have your finances reviewed and analyzed for you to help you make sure you meet your goals. Call it a “financial check-up” or a “second opinion”, but when it’s done you will have a much better understanding of your finances and how you can best meet your financial goals. These financial reviews include looking at your life insurance to see if there are less costly options available for the same coverage, and reviewing your total financial portfolio to determine if it is a good fit for your objectives.
Make sure to call or email if you want to make sure your financial house is in order. There is never a cost for this review.