SENIOR FINANCIAL ADVISORS - Key Persons
With over 25 years in the financial services industry, I have founded my career on the trust earned from my clients by helping them grow, manage and preserve their wealth. I recognize that each client has unique needs, goals, dreams, priorities, and time horizons. My advice-and the financial strategies I recommend-take those objectives into consideration.
Job Titles:
- Vice President, CCO Advisory Associate
In my 18 years of financial industry experience, I have always maintained the priority of putting the client first. A client-focused approach ensures that my recommended plan encompasses the client's specific financial goals, time frame and risk tolerance.
When I founded Senior Financial Advisors, Inc. in 1989, my goal was to provide my clients with independent advice and world-class service. I have found that preserving capital, moderating investment risk, and maintaining purchasing power are paramount objectives to retirees, rather than simply accumulating wealth. As someone who specializes in post-retirement planning, it is not my objective to help clients get rich. Rather, my job is to help make sure they don't ever get poor.
I am able to help my clients move towards their goals through steadfast management of their investment portfolios while also helping to minimize their exposure to risk and volatility. I primarily work with clients on a fee-basis unless, based on a client's individual situation, it is appropriate for me to be compensated as an investment broker.
Over the years, I have served on the Board of Directors and as President of the East King County Estate Planning Council. Through my service on the Council and my years working in this community, I have established close relationships with attorneys, CPAs, charitable giving officers, and similar professionals. When appropriate, I refer clients to these specialists for help dealing with wealth preservation.
If you are retired or nearing retirement, with investable assets of at least $500,000 please feel free to contact me for a complimentary evaluation. I can be reached toll free at (800) 243-7109. Or, email me at tcole@sfai.net.