When I founded Senior Financial Advisors, Inc. in 1989, my goal was to provide my clients with independent advice and world-class service. I have found that preserving capital, moderating investment risk, and maintaining purchasing power are paramount objectives to retirees, rather than simply accumulating wealth. As someone who specializes in post-retirement planning, it is not my objective to help clients get rich. Rather, my job is to help make sure they don’t ever get poor.
I am able to help my clients move towards their goals through steadfast management of their investment portfolios while also helping to minimize their exposure to risk and volatility. I primarily work with clients on a fee-basis unless, based on a client’s individual situation, it is appropriate for me to be compensated as an investment broker.
Over the years, I have served on the Board of Directors and as President of the East King County Estate Planning Council. Through my service on the Council and my years working in this community, I have established close relationships with attorneys, CPAs, charitable giving officers, and similar professionals. When appropriate, I refer clients to these specialists for help dealing with wealth preservation.
If you are retired or nearing retirement, with investable assets of at least $500,000 please feel free to contact me for a complimentary evaluation. I can be reached toll free at (800) 243-7109. Or, email me at email@example.com.