“Senior Secure” – Financial Services
Brennan and Company CPA, PC has a program especially designed to assist current and future retirees, senior citizens and their children with their financial responsibilities.
Our Senior Secure Financial Services Program provides expert advisory services in the areas of:
- Retirement plan assessment
- Retirement Investment advisory services
- Insurance planning
- Taxation/Bookkeeping/Bill Paying/Credit
- Card Resolution Services
- Financial Advisory & Forecasting Services
- Hospital/In-Home/Nursing Home choices
- Social Security benefits
- VA benefits
- Medicare/Medicaid benefits
- PA Entitlement Programs
We do not sell financial products, and we do not earn commissions from our clients. We provide professional financial advice to educate our clients about retirement planning, and taking the critical steps necessary to accomplish financial goals.
We provide only those services that we are qualified and licensed to provide. Other services, such as legal services, are referred to trusted attorneys, and we receive no compensation for these referrals.
The Senior Secure Financial Services Program is designed to meet the unique needs that retirees have for sound, professional financial advice that spans a broad spectrum of financial concerns.
Call us today for more information and program options and costs. We have affordable hourly and monthly fixed-fee pricing.
Read more about the Do’s and Don’ts of Retirement.