What We Do
We help New Englanders over age 50 rescue an age-appropriate amount of their assets from risk in the market or low returns, into guaranteed insurance vehicles offering reasonable rates of return.
We also advocate other strategies, such as long-term care planning, wealth transfer maximization, charitable gifting strategies, pension and Social Security maximization, and much more - but our first focus is usually to assist in implementing solutions that "stop the bleeding" incurred by losses, age-inappropriate risk exposure, or even painfully low yields.
At Senior Financial Resources, our sole mission is to provide you with a risk-free financial future. The solutions we offer have never lost our clients their hard-earned money. We do this by providing safe-money solutions based on actuarial fundamentals, not on speculation or the latest investing fads.
The following are just some of the services we offer:
- Safe Money Strategies – In a nutshell, we provide our client family with a solution that receives some, usually most, of the gains during a bull market (as an interest credit), while insuring against loss during a bear market. Imagine knowing that, when others are enduring losses in their retirement savings, your money is safe.
- Wealth Transfer Strategies – We believe retirees and their heirs should have every choice, every benefit, every tax advantage, and every cutting-edge strategy available to them. Let us show you how our wealth transfer planning strategies can double, triple, perhaps even quadruple the money you now have earmarked for your children – right away, without market risk, income tax-free to your heirs.
- Long-Term Care Planning (LTCP) – Most of us need it, yet few of us prepare for it. Senior Financial Resources can work with you to develop a long term care plan that is right for you and your spouse. Less than 0.5 percent of your net worth can protect the other 99.5 percent.