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Our Mission

Would you like a worry free future?

Senior Advisory Group is dedicated to helping you achieve your future hopes and dreams with ease and comfort.

I work with clients to design an investment strategy intended to manage their tax burdens and protect themselves from tax increases in retirement and to reduce their potential losses.

We spend our working careers funding tax deferred accounts like IRA's and 401k's. But the ultimate taxation of these accounts depends on the tax rates in effect at the time of retirement. Increasing needs for funding obligations like Medicare, Social Security, Medicaid, Medicare, and daily operating expenses may lead to the government raising taxes.

Not everyone is prepared for higher future taxes on their retirement funds.

We employ investment strategies designed to reduce market losses. By avoiding market losses you retain more of your money to work for you.