Financial Advisor For Seniors

Financial Advisor For Seniors

As we approach our golden years, it’s natural to start worrying about our finances and retirement. Seniors need a financial plan that ensures a comfortable retirement and provides for unexpected expenses, healthcare costs, and legacy planning. This is where a Financial Planner for Seniors can help.

At PrimeWealth, we understand that every senior’s financial situation is unique. We specialize in creating personalized financial plans that take into account your current financial position, future goals, and retirement needs. Our team of experienced financial advisors has helped numerous seniors achieve financial stability and security in their retirement years.

We offer a range of services that cater specifically to seniors, including retirement planning, investment management, tax planning, healthcare cost planning, and estate planning. Our advisors work closely with you to create a comprehensive financial plan that takes into account all of your unique needs and goals.

We understand that seniors need a financial plan that is easy to understand and implement. That’s why our advisors take the time to explain each step of the financial planning process in simple terms, ensuring that you have a clear understanding of your financial situation and the steps needed to achieve your goals.

Contact Us For More Info

    We are committed to helping seniors achieve financial security and peace of mind in their retirement years. Contact us today to learn more about our services and how we can help you achieve your financial goals.

    Let The Numbers Speak

    PrimeWealth specializes in the business of managing individually tailored investment portfolios.
    Our firm provides continuous advice to a client regarding the investment of funds based on the individual needs of the client.

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    Financial Services We Offer

    Retirement Income Planning

    We help seniors create a personalized retirement income plan that takes into account their sources of income, tax obligations, and potential risks. Our goal is to help seniors achieve a steady stream of income throughout their retirement.

    Investment Management

    We help seniors balance their investment portfolio with a mix of stocks, bonds, and other assets, and adjust the allocation as needed to ensure their investments continue to align with their goals and risk tolerance.

    Estate Planning

    We assist seniors with estate planning to ensure their assets are distributed according to their wishes after they pass away. We can also help with strategies to minimize estate taxes and ensure a smooth transfer of assets to their heirs.

    Long-Term Care Planning

    We help seniors plan for the possibility of long-term care needs and develop a plan to pay for such care. We can also help them understand their options for long-term care insurance and Medicaid.


    Top Reasons How Financially Planning Can Help Seniors

    Financial planning can provide seniors with a sense of security and peace of mind in their golden years. Here are some of the top reasons why seniors should consider financial planning:

    1. Retirement planning: Seniors need to plan for retirement in order to ensure that they have enough funds to support themselves throughout their retirement years. A financial planner can help seniors develop a retirement plan that takes into account their goals, assets, and income sources.

    2. Healthcare expenses: As seniors age, healthcare expenses tend to increase. A financial planner can help seniors plan for these expenses by creating a budget and exploring options for long-term care insurance or other healthcare coverage.

    3. Estate planning: Seniors need to ensure that their assets are protected and distributed according to their wishes. A financial planner can help seniors develop an estate plan that includes wills, trusts, and other strategies to protect assets and minimize taxes.

    4. Social security and other benefits: Many seniors are entitled to social security benefits and other government benefits. A financial planner can help seniors understand their options and maximize their benefits to ensure that they have a secure financial future.

    Download our Sample Financial Plan

    One document that gives a Holistic View of you financial life.

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    Overall, financial planning can help seniors achieve financial stability and independence, allowing them to enjoy their retirement years without financial stress or worry.


    95% of our existing clients have referred their friends and family to us. Our numbers along with our dedication and honesty have never let us down. We understand that wealth management is not only a mathematical and logical challenge but it’s more about

    What They Say About Us
    Nishant Gawande
    Nishant GawandeManager, Nestle
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    "Me and My family have been their clients since my first paycheck. Couldn't trust anyone else more with my finances. Highly recommend their services for anyone looking for a trusted financial advisor"
    Sourabh Kabra
    Sourabh KabraProduct Manager, Testbook
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    “Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investments and wanted a structure plan which also helps me in my tax saving"
    Abhinav Deshpande
    Abhinav DeshpandeJava Developer, Avaya
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    “They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism. Thanks Alok and Yashodhan for your honest services”
    Pratik Rajurkar
    Pratik RajurkarConsultant to Govt. Of India
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    “Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and I can sleep in peace."
    You Have Questions, We Have Answers

    First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

    Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.

    We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.

    We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000
    (both spouses combined) can opt for our services.
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