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Our Services to Professional Advisors

pensive elderly man
     Are you the first advisor whose name comes to mind?

 

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.