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Are
you the first advisor whose name comes to mind?
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We
consult to professional advisors whose clients include older
adults or families with elderly loved ones.
If
you are an attorney, financial planner or tax accountant,
you have a unique opportunity to help clients with aging-related
concerns. We can be a resource for you to:
- Elevate
your clients' confidence in you as a trusted advisor --
someone they can look to for counsel in areas of deep concern.
- Integrate
your services within a broader life context.
- Enhance
your professional value and contribution.
Our
Services
Elder
Life Advisors focuses on serving the Colorado Front Range
area, e.g., Denver Metro, Boulder, Fort Collins, and Colorado
Springs. We are available to consult or speak anywhere in
the U.S., depending on need.
Our
services can be an excellent complement to yours as a professional
advisor. We help you to better serve your own clients, through
a flexible, yet comprehensive package of services:
- Seminars,
workshops, and family retreats for your clients.
- Training
for you and your staff.
- Personal
consultation to offer guidance, develop a plan, or resolve
a situation.
- Single
point of contact for you to call as specific problems
come up.
- Referrals
to our network of qualifed professionals to complement
our services.
To
learn more, please submit a professional advisor
information request. |