To Speak with One of Our Highly Competent
and Friendly, Elder Planning Specialists 
Please call
(925) 256-0434 or (800) 451-1770.
Your Confidentiality is Assured.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser”

What if You Could.....

• Avoid losses on your investments
• Obtain competitive returns without risk to your principal or interest
• Have investment liquidity
• Protect your assets from being liquidated by nursing home expense without buying nursing home insurance
• Avoid the potential for 70% taxation on retirement accounts
• Protect your IRA from double taxation
• Understand the true benefit of trusts and the best way to protect highly appreciated assets
• Avoid probate

We Can Help You Achieve These and Other Retirement Goals!

Our Singular Focus
At Specialists in Seniors Insurance Services we have a singular focus: to work with you to help you protect your retirement and assets from unnecessary financial risk, to show you how you can earn competitive rates of return while maintaining liquidity, and to eliminate, reduce and/or defer taxes. And that's just a part of what we do.

Planning is Everything
As each of us enters retirement we begin a new phase in our lives. It is a time when our earning power is reduced and we can no longer afford to take the same risks that we took when we were younger. Why? Because, often we lack the time to replace our savings and assets if a catastrophe strikes. Let's face it we live in a very different world than existed10 years ago. During the last 10 years many retirees lost a large portion of their retirement savings as a result of 911, the dot.com bust, corporate scandals, and of course the recession. While no one could have predicted all of these events we here at Specialists in Seniors show you how to protect your nestegg and avoid these catastrophic losses that will affect your lifestyle.  Is your retirement bullet-proof?

Protecting Your Savings and Your Legacy. You may have thought that life would suddenly become more simple after retirement. Sadly, most retirees find just the opposite. Too late, many discover that they are backed into a corner because they didn't understand the issues surrounding retirement account taxation, social security taxation, critical illness planning, wills, probate, trusts and a host of other issues, some that can even result in your retirement savings being taxed at a whopping 70%. At Specialists we make sure that you thoroughly understand the issues, and work with you to put a plan in place that will protect your retirement and the assets you may intend to pass onto children, grandchildren, friends or your favorite church, school or charity.

An Expert Opinion. Historically, you may have purchased financial or insurance products and then found out how they affected your tax and investment planning later. The correct course of action is to discover your needs and build the proper plan first, just like you would if you were building a house. Learn the right questions to ask before you buy any financial product or plan for your future.

Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well being. Specialists in Seniors Insurance Services keeps clients informed on changes and economic trends that may affect their financial future. That's why you'll find when you meet with us that we'll show you documentation from the industry's leading experts, from the world's leading financial newspapers and periodicals, and from Internal Revenue Service Code itself, so that you know that the recommendations you receive are correct and accurate.

To learn more about Specialists in Seniors Insurance Services call 800-451-1770 or email us today!