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We will provide solutions to problems focused on Senior issues of money before and during retirement.

Wills and documents

Check for lost benefits

Tax reductions

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A Guide to Long term Care Planning for Women
A close look at many issues for women and their advisors...


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Video Learning Center
Short 5 minute information programs for you to gain current concepts others are using...


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New Higher Rate of Return
New Higher Rate of Return products available. Safe and guaranteed with immediate bonus of 5%, 10% of deposit...


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Professional Advisors Senior money consultants are experienced in financial areas including insurance, tax planning, estate planning, long term care, business transition planning, and employee benefits, more…

We are not employees of any company. We represent many companies that service the needs of the Senior marketplace and when required we supply products and services based solely on client needs.

Planning ●    Implementation ●   Analysis ●    Monitoring

Planning from basic to comprehensive

There are several service levels available for our clients. We use the most advances tax planning tools and techniques.

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Analysis and Implementing

We help you define need areas and help select the appropriate solutions with you.

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Continual monitoring

Staying current is difficult without professional help and guidance. We tell you before you need to act so you make informed choices rather than

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