Senior Financial Resources

Information may not be reliable

Visit the SFR Exhibit at the 2010 Triangle Caregiver's Conference at McKimmons Center, BOOTH 16.

Welcome to Senior Financial Resources (SFR), the company that focuses exclusively on helping you, the mature consumer and/or business person attain your short and long-term financial goals. Our purpose is to help you efficiently protect, increase, and transfer your assets. We will work your attorney, CPA, and other professionals to develop comprehensive planning documents to benefit your family and/or business. Schedule an appointment to share your specific concerns and learn more about our services. Call us at 919-876-6016, email us at debra@myseniorfinances.com, or FAX us at 919-301-8211. There is no charge for the initial consultation. Your appointment can be held at a location most convenient to you or your business, home, or our office. We offer financial planning, estate planning, tax preparation and ROTH analysis are new services we offer! If you are a senior citizen (age 65+) and want to learn how Medicare Advantage Plans or insurance plans for seniors with chronic illnesses (including dementia) may benefit you or a loved one, call the SFR office for more information. We also refer seniors to organizations that identify unique services for seniors and their families. We welcome the opportunity to be of service to you and your family.