Helping Preserve and Protect What You Have Worked For All Your Life
At Senior Financial Planning, LLC, we are a team of experienced financial professionals dedicated to helping retirees and individuals alike achieve their long-term financial goals. Our commitment to trust, honesty, and integrity has earned us a reputation as a trusted advisor in the financial industry.
Our Mission
Our mission is to provide personalized financial planning and investment strategies that cater to the unique needs and goals of our clients. We believe that financial planning is not just about managing wealth, but about creating a secure and stable future for ourselves and our loved ones. We take the time to understand your financial situation, goals, and aspirations, and develop a tailored plan that addresses your specific needs.
Our Services
We offer a comprehensive range of financial planning services, including retirement planning, estate planning, investment management, insurance planning, tax planning, and money management. Our experienced team of professionals will work with you to create a customized plan that takes into account your risk tolerance, investment goals, and time horizon. We believe in a holistic approach to financial planning, which means we consider all aspects of your financial situation, including your income, expenses, assets, debts, and goals.
Our Team
Our team of experienced financial professionals has years of combined experience in the financial industry. We have worked with numerous clients, helping them navigate the complexities of financial planning and investment management. Our team is dedicated to providing exceptional service, expert guidance, and personalized attention to each and every client.
Awards and Recognition
We are proud to have received numerous awards and recognition for our exceptional service and expertise. Our founder, Tim, has been named a 2023 Five Star Wealth Manager, as seen in the October issue of Atlanta Magazine. This prestigious award is a testament to our commitment to providing exceptional service and guidance to our clients.
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