Financial & Legal Concerns

Senior Concerns works with experienced professionals, including certified financial planners and estate planning attorneys, to provide financial and legal services to seniors in need, free of charge.

In partnership with the Financial Planning Association, Certified Financial Planners offer seniors assistance and guidance in building a financial plan for their future. Services include retirement planning, long term care planning budgeting, debt management, general estate planning and related financial services.

Experienced attorneys volunteer to meet with seniors and caregivers to provide legal services, including end-of-life issues, drafting essential documents, including health care directives and powers of attorneys, and conservatorship.

Connecting seniors with professional legal and financial volunteers alleviates the stress and difficulty often involved with finding a trusted advisor for seniors and caregivers.