Senior Financial Advisors

Who We Are

Senior Financial Advisors, Inc. is an independent Registered Investment Advisory Firm dedicated to empowering individuals in the Pacific Northwest to achieve financial security in retirement. Founded on the principles of trust, honesty, and integrity, we guide clients through every stage of their financial journey, from planning for retirement to navigating market volatility.

What Makes Us Unique

Our team of experienced financial advisors utilizes a holistic approach to wealth management, considering every aspect of your financial life. We go beyond simply managing investments to offer comprehensive guidance on retirement planning, estate strategies, insurance, and tax optimization. We believe financial planning is a collaborative process, and work closely with clients to develop customized strategies that align with their unique needs and goals.

Retirement Planning

• Comprehensive analysis of your retirement accounts and investments
• Development of a personalized retirement plan to maximize your savings and returns
• Guidance on investment options and risk management strategies
• Strategies for income generation during retirement

Estate & Investment Planning

• Review of existing estate documents such as wills, trusts, and power of attorney
• Guidance on estate planning strategies to ensure your financial assets are protected
• Investment portfolio review and optimization
• Retirement income planning for a secure and comfortable retirement

Insurance & Tax Optimization

• Review of your insurance coverage to ensure you are adequately protected
• Evaluation of your tax situation and strategies for minimizing taxes
• Guidance on life insurance, long-term care, and other insurance options

Our Approach

We believe in a client-centered approach that focuses on understanding your individual needs and goals. We take the time to listen to your concerns, assess your financial situation, and work collaboratively to develop a customized plan that is tailored to your unique circumstances. We provide regular updates and reviews to ensure your plan remains relevant and effective over time.

Our Team

Our experienced team of financial advisors brings a combined 80+ years of expertise to the financial services industry and is dedicated to providing clients with world-class service and guidance. We are committed to building lasting relationships with our clients and helping them achieve their financial goals.