Advisors

The Seniors’ Answer® provides services that are the answer to people’s well-being at any age. When your valued clients need their own CFO, Life Manager, Care Manager or other Personal Manager, we deliver high-quality services you expect.  We take your trust seriously and do everything we can to assist your clients with their need on a 24/7, “one-stop-shop” basis. You can count on us whether it’s day-to-day or when crises arise – we are there. Among other things, we: 

• Facilitate communication between families and their trusted advisors
• Manage routine daily money management and organize financial and tax records
• Catalog assets and personal records for estate planning
• Keep them on track with income and expenses
• Protect them from financial abuse, fraud and identity theft
• Provide care management
• And more, just ask us