Our Firm

Senior Financial Group - a unique firm with 30yrs of experience, focused on the needs & concerns of senior citizens, in matters concerning annuities, insurance, tax planning strategies, estate conservation & preservation, and helping individuals with estate settlements. Our first focus; the preservation of your capital in making sure you never lose value. We never place our client's principal at risk!

Our second focus; We want Senior Financial Group to be the first company that comes to your mind when you think about purchasing products that "Protect" as well as "Propel" your money! 

Purpose
Our firm was formed as a result of seeing too many professionals trying to be a "Jack-Of-All-Trades". Our belief is you should do business with an expert in his field. Hence, the formation of Senior Financial Group. We are the experts in areas that are of concern to the 55 and over market who are mostly concerned about not losing money. Our average client is 62 years of age, while our oldest is currently 92. Senior Financial Group has been focused in this area since its inception and continues to be a leading company working on behalf of our "safety conscious" clients. The money they have saved is not worth risking in volatile types of investments that have periodic market losses. They come to us to eliminate losses keep their money safe, and still have potential for growth.

We think you will find the advisors on Senior Financial Group's staff, able to correctly position your finances for the 21st. Century. While keeping in mind safety, liquidity, and the ability to pass your assets to the next generation, we will help you meet your goals!

Typical Objectives We Have Provided Solutions For:

Preserving, Protecting, and Creating Personal Wealth

Securing Retirement Income

Making Retirement Income Guaranteed For Life

Inflation Protection

Reducing Tax Burdens

Creating Legacies For Family & Children

Sleep Insurance or Peace Of Mind

(800) 639-0824