Senior Financial Advisors | Bill Leavitt | Orange CT

At Senior Financial Advisors, understanding the problem is the most important step in finding the solution!

What's important about money to you?

When you work with Senior Financial Advisors Inc., you work with more than just a financial advisor. We work with our clients to help them create the future they desire. We talk to you about your goals and what money means to you. We get to know you and then help you develop a plan for your future. We are an independent firm. We are not product driven – we are people driven.

We guide you to financial freedom and peace of mind.

Senior Financial Advisors Inc. is an independent advisory firm catering to retirees/pre-retirees, women, and professionals. We serve as your trusted wealth manager helping to guide you through the ever changing financial and economic environment, keeping you focused on your goals and creating a stress free retirement.

Our retired clients want to explore the challenges they face in retirement. They are concerned about outliving their income, the effect inflation will have on their income, how taxation will affect their portfolio, and the impact of rising health care costs. Furthermore, they are concerned with preserving their assets and leaving a legacy. Our retired clients want to continue leading full, active lives.  We have experience in helping clients transition from the accumulation phase of their life to the distribution phase in retirement.

Our female clients face a myriad of challenges. Because women live longer than men, they are concerned with outliving their assets. Women take off more time from work to take care of children, elderly parents, and tending to family issues, which means they accumulate less retirement savings because they are not working as much. Due to societal pressures in the past, men generally have handled household financial matters which left women with less financial education. Our female clients who are divorcees or widows know these issues well and find confidence and assurance knowing that they can turn to us as their trusted advisor. 

Our clients who are professionals have more sophisticated financial planning challenges. They are often facing the need for more efficient tax strategies due to the current and future economic environment. They face limitations on how much of their earnings they can contribute to retirement plans. They need guidance in selecting tax efficient strategies for the future due to an uneven balance between their taxable and non taxable accounts. Some of our clients are worried that they may not be able to maintain their standard of living in retirement and they want to ensure that they are leaving a legacy to the next generation.

Conclusion

At Senior Financial Advisors Inc. we do more than manage your investments. We seek to educate you as to the best strategies for your hard earned money. Our holistic approach to wealth management will help you plan for the future you deserve.  If you are seeking a wealth manager, please feel free to contact us to set up a face to face meeting. 

 

Contact Us Today  for a Complimentary Financial Review or call us at 203-795-7080 

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Check the background of this financial professional on FINRA's BrokerCheck