What We Do
What Do We Do?
Senior Consultants is a wholesale insurance and financial services marketing firm dedicated to providing their clients with the highest quality service in the country. Senior Consultants specializes in the needs of seniors and retirees and is part of the elite within the financial services industry.
Senior Consultants is one of the fastest growing firms of its kind in the United States. Michael and his associates have assisted thousands of seniors at getting the most out of their retirement. Senior Consultants is a family of companies and agents equipped to offer their clients the best of the best in financial planning. They use only top rated insurance companies to keep your money safe.
The associates at Senior Consultants are life planners. Ensuring preservation of your current lifestyle... ensuring income for life... ensuring financial legacies.
How Do We Do It? - Arbitrage
Arbitrage is the systematic selling in one marketplace and purchasing in another marketplace with your position completely hedged so that your profits are made in the absensence of time, taxes, and risk. Additionally, your heirs can participate in tax free, probate free, cash.
Banks, corporations and insurance companies have been using arbitrage for centuries. Isn't it time to incorporate this incredibly powerful strategy to your family's financial program?
How Do We Do It? - E.S.T.A.T.E.
The E.S.T.A.T.E. plan is redefining estate planning by "Ensuring Seniors Take Advantage of Tax Elimination."
Our mission is to bring our clients financial peace of mind. We strive to ensure that retirement lives up to each of their expectations and that our clients have time to treasure those special moments with those they love.
We work with you to determine the right type of plan and the right amount that you will be comfortable with. We will ensure you have access to cash when you need it - money now, money later, and legacy money.
Make every day a day to remember. You've worked hard for many years so that you could enjoy retirement. Finally, retirement is here. Make sure each and every moment is captured, so many future stories can be told about the best years of your life. Make time to meet with your Senior Consultants agent today to discuss ensuring your financial legacy.
We Will Always:
- Treat you like family.
- Use every means possible to legally reduce the taxes you are paying now as well as the taxes your heirs will pay.
- Reduce the risk in your portfolio to the fullest extent the industry will allow.
- Implement plans that will preserve your lifestyle.
- Use the safest and most tax friendly investment vehicles to generate the required income for your lifetime and for the lifetime of your spouse if appropriate.
- Use the safest and most tax friendly investments to accomplish your goals.
- Use only top rated insurance companies to keep your money safe.