At Senior Insurance Consultants, we have years of insurance experience helping clients prepare for the unknown.We take the time to listen to our clients. Together we come up with a strategy to solve the client~s needs. This process starts simply by having a conversation.Putting the strategy in place is not the end of the process. We review our client~s needs every year. Life changes and needs change. We stay in contact with our clients by phone, email, or mail. We tell all of our clients to keep an eye out for our purple envelopes.
Knowing which financial, legal, tax, and medical documents to keep and which documents to discard can be confusing and overwhelming. Setting up an organized filing system can help reduce clutter and tension in your life. As a Professional Financial and Personal Organizer, my mission is to deliver compassionate, detailed, and comprehensive service to provide peacefulness and freedom from administrative chaos. For your added comfort, I am fully insured and bonded.Im very excited about meeting you and making a difference in YOUR life!
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