Since our incorporation in 1999, we have never lost our clients’ money in the stock market. It’s not a statement many can say, and not one we make lightly.

Safe Money Management means protecting gains without losing them. Our clients receive interest and market-linked index credits during gain years, and retain their values (principal and interest) amid losing years. This strategy involves insured savings platforms that provide clients with modest growth amid a growing economy, and principal protection amid years of economic decline and volatility.

It means you can sleep well at night.

Girl running to grandfatherWe believe in the fundamentals at Senior Financial Resources.  Our savings strategies have a track record of success based on conservative and careful planning and a discernment of a client’s needs and goals.

Senior Financial Resources cannot claim that our strategies will be the most rewarding or the highest yielding for our clients. In a boom year, our annuities provide stable growth that will likely not out-perform the latest Wall Street rally. However, in uncertain times, the security of a safe platform will preserve your life savings when that same market is in decline.

Please feel free to contact us for more information. We are happy to speak with you about our services, and provide the testimony of Client Family members who are happy to share their experience with you.




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