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About SFC
Company History
Our Team
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Our Vision, Our Mission
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We work by a few fundamental principles here at The Senior Financial Center®. Every member of The Senior Financial Center® team is committed to establishing and nurturing healthy and positive client relationships, all based on integrity, honesty and competency. We feel a deep social and moral obligation to assist others as we build a cutting-edge and innovative financial services firm.
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The Senior Financial Center® helps seniors 60 and better plan their finances and distribute income. We strongly think that every senior in America deserves and should have sound and appropriate financial advice and knowledge.
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In today's economic uncertainty, the volatility of the stock market, loss of jobs overseas and billion dollar ponzi schemes, it's no wonder seniors and retirees are feeling more and more isolated and confused as to their future and their finances. We steer individuals on the right track and often times, help put those who has veered off back on so that each can enjoy financial freedom and stability.
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Along with our unique services, skilled experienced team and a "high touch, high quality" philosophy, we consider ourselves to be the best of the best, the elite in the senior market. Our clients feel confident in The Senior Financial Center's® abilities and continue to refer us to their family and friends.
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Our belief is that as we age, we need less focus on the accumulation of money, and more focus on the distribution of money. We believe it's absolutely critical to educate all of our clients between the difference of what Wall Street does and what we do. Wall Street plays the accumulation game and sees no case in distribution, simply because Wall Street gets paid to accumulate your assets. This game, as childish as it sounds, turns into a war for your own money and its aftermath can be devastating.
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More so, it's vital to understand how this transition from accumulation to distribution is absolutely critical for each and every senior and retiree in America. Our tailor-made investment models provide inflation income for life, which allows for seniors to adjust to the increase in the amount of currency in circulation which results in a sudden fall in its value and rise in prices.
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Simply put: we plan, implement and systematically track your portfolio. In essence, we're studying and monitoring your goals, dreams and concerns. Our mission is to build and grow a truly unique company. From our team, our culture, the models we build, to the way we serve the senior market, we strive to make The Senior Financial Center® a place where everyone is excited and proud to be associated with.
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