The Client Experience

Don’t take our word for it, listen to what our clients say.

From the moment you walk into our office, you’ll know that your experience with Senior Financial Resources is different.

We are here to provide you with a service, but it is much more than that. We are here to provide you with multiple resources and ongoing solutions—and a relationship unlike anything else you’ve ever experienced from a financial professional.

Prior to joining us, many of our clients confessed to multiple frustrations with their former advisors, and the major brokerage firms that employed them. A lack of returned phone calls, impersonal service, and high annual fees—while losing money it took them decades to save—caused them to finally search for something different. Our goal is to inspire our clients to take a proactive approach to true wealth in retirement, and we do this by providing clients a real relationship with a firm unlike anything they have ever had before. We are most known for our “personal touch” and our relational approach to what we do, a hallmark of which we are incredibly proud.

First-time visitors often comment on the affection they witness when long-time Client Family members leave our office after a meeting.

We are also committed to follow-up. We want you to receive unbiased counsel that considers your needs, preferences, and concerns. And we are committed to continuing to serve you long after our solutions have been implemented.

From a variety of resources—newsletters, follow-up phone calls, annual reviews, seminars, our website and more—we make sure a Senior Financial Resources client is informed. We care about those that place their trust and faith in us. It would be a grievous disservice if we did not provide unparalleled client service and continually look out for our clients’ best interests.

One way we can get to know you, your goals, and your retirement savings aspirations is at an initial meeting, which is a 90-minute, no pressure, fact-finding session. We’ll ask a lot of questions and listen to your answers carefully. We absolutely never do business on a first meeting. Our purpose is to gain a complete picture of your circumstances, assess your retirement savings concerns, and see if we are a mutual “fit” for those needs.

If, after that meeting, you would like our discussion to continue, we schedule a second meeting where we discuss our solutions in depth. We will never pressure you, and are happy to meet with you as repeatedly as needed to answer all of your questions and concerns before implementing any solutions with you.

“It is not necessary to do extraordinary things to get extraordinary results.”
- Warren Buffett

Once your business has been issued, our “delivery” meeting is where you are presented with a leather-bound binder containing pertinent documents, as well as a set of helpful reference items. We take you through everything one more time, answer any questions, and schedule our first review meeting within one year of joining us.

As a Client Family Member, we encourage you to contact us with any questions or concerns. Your educated satisfaction is the foundation of our success.


Who Is Out Typical Client: Read the Case Study