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About SFC
Company History
Vision & Mission
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Industry Overview
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For the most part, the insurance and financial services world is filled with a ton of mediocrity. Business and career professionals are happy with their mediocre habits and results. We live in a very different world at The Senior Financial Center®. Excellence and integrity is our standard.
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The industry is heavily product laden and this is where the focus lies. Everyone, both inside and outside the industry, is obsessed with the latest product on the market. While our business model is composed of a few, select grade A products, we realize that product is simply a means to the ends. People are our mission and serving them with the best possible service is our goal.
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The financial industry has been stuck in a habitual behavior loop for decades. The call to action has been: Accumulate! Accumulate! Accumulate! Financial advisors joy and thrill is based on amassing wealth. But what about our seniors?
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While that strategy may have once made sense because there were enough investors at an age where a focus on accumulation made sense, it's not true today and it becomes less true with each day that goes by. By 2010, there will be 10,000 Baby Boomers turning 60 everyday. When individuals turn 60, they begin to shift their focus from accumulation to distribution.
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As long as accumulation continues to be at the forefront of financial planning, most advisors will be mentally, emotionally and professionally unprepared to serve their client's distribution needs. We make the difference and we lead the charge in seeing what you dreamed was only possible- distribution to the ones you love and lives changed because of your hard work.
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