At Planning for Senior Life we have access to a team of trusted financial planners that can help you prepare for various situations before and during retirement such as taxes, risk management, insurance, investments, cash flow, liability management, and more.
Tracy Shen
Florin Group, LLC
I’ve been in the Financial industry for over 20 years and my passion is helping multi-generational families with proper and effective communication and planning. I have experienced multi-generational planning first hand and can attest to the need for proper planning. My family has 3 generations living together for past 15 years. We have experienced everything from new babies to the need for geriatric care during this time.
I have developed a foundation of Strategic Alliances that assist in preparing the best possible plan for every family Florin Group works with. We find that most families don’t talk about finances and avoid the conversations until a crisis is happening. This is where Florin Group steps in. As a neutral 3rd party, we are able to start the conversations and provide objective advice, that allows our clients to make decisions that benefit everyone involved before the need arises.
We provide a service that bridges the gap between the generations.
Mary Alice Baird
Reverse Mortgage Funding
As a licensed Loan Officer with Reverse Mortgage Funding LLC (RMF), it gives me great satisfaction to show people how funds from a reverse mortgage loan could help them live more comfortably and with fewer financial constraints. For example:
Lisa McFarren Polgar
Starling Benefits
Lisa McFarren-Polgar has served the senior community for 16 years as a specialist in Medicare Supplemental and Long Term Care Insurance. As an agent, she has helped those who are transitioning into Medicare or those who are already accessing their Medicare benefits, better understand their coverage.
Her services include identifying insurance options for:
Representing many insurance companies in Virginia, Lisa’s primary goal is to educate Medicare beneficiaries on the importance of comparing plans from several carriers to receive the most competitive rates and plans. Call us today at 877-230-7499 to help you evaluate your current coverage and identify ways to make your future more secure.
Deborah L Lewis
New York Life
I have been a licensed agent of New York Life Insurance Company for over 20 years helping people assess their insurance planning needs (life, disability and long term care). I also offer income annuities which provide a guaranteed income stream in retirement.
Please contact our office at 703-352-8983 if you would like more information about the products and services we offer.
Valerie Mawdsley
Smart Money Management-VA, LLC
Daily Money Manager
Founded November 2013 by Valerie Mawdsley, Smart Money Management-VA provides assistance to senior individuals with the challenges they face managing their personal daily finances to stay independent. As a seasoned financial services professional, Valerie has an innate talent and strength for organization and financial management. She advises individuals and families on their financial issues, creating and managing budgets and remaining fiscally responsible.
Valerie spent 27 years in the Foreign Service of the Department of State. As a Financial Management Specialist, Valerie managed budgets, disbursing and cashiering services at various embassies overseas as well as previously serving the organizational needs of each Chief of Mission whom she directly served. Upon retirement, Valerie specialized in business development and account management for several financial organizations. Valerie is a member of the American Association of Daily Money Managers (AADMM) and a Certified Senior Advisor (CSA). Visit her website at www.smartmoneymgt-va.com to learn more about her services and read testimonials from clients.
Smart Money Management can provide the following services:
Leah Nichaman
Everyday Money Management
We serve senior citizens, people with physical or mental disabilities, people who are coping with serious medical conditions and legal agents (POA), trustees and estate executors.
We offer in-home daily money management to help our clients manage their financial paperwork, including mail, bills, files, insurance claims and more.
We start with a free initial consultation at your home. This is an opportunity for you to meet your Daily Money Manager and for us to listen to your needs, see your paperwork, and make an assessment of how to move forward.
