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Senior Advantage Strategies

Assisting seniors in leaving a legacy, not a liability, for their family. Risk strategies for positioning seniors to face the complex choices of today when they may be caregivers or receivers as they journey on through life. The issues of being able to give and receive value are key factors.


Self Audit For Senior Care Givers & Receivers
Self Audit For Senior Care Givers & Receivers
  

Balance is a big factor in dealing with this time of life.

Your Senior years, The Abyse or Mountain Top of Life
   The terms you set for your senior years and its quality, whether it be a full sensation of work or a partial as many desire today could be a critical factor in living longer and enjoying it more. The good news,  "Quality senior years do not necessitate a sensation of work but the management of it." The decision to defer the necessary management and planning for your security today may be the developing architecture of your own demise. 
Your Senior years, The Abyse or Mountain Top of Life
Property, Personal Property, Liability, Grounds, Etc.
Property, Personal Property, Liability, Grounds, Etc.
   We offer risk management for your liability situations, residential property, personal property, grounds, rental property, and vacation home.
Scheduled Property Risk Management Strategies
  

Today, people have many items in their homes that appreciate in value, are unique, or are items that are moved from place to place. These items do not fit the coverage benefits of the normal home insurance policy, leaving them covered improperly. Many of these items are excluded from the normal home policy specifically.  Examples are antiques, collectibles, fine art, jewelry, speciality sports equipment, other equipment, tools, etc.

Scheduled Property Risk Management Strategies
Vehicle Risk Management Strategies
Vehicle Risk Management Strategies
  

Vehicle use and applications require necessary reviews today. The addition of drivers to the mix adds other dimensions of risk when you consider driver age, health, driving record, and maturity. http://www.phelpsfinancial.com/summary/p/332

Health Risk Management Strategies
  

Caring for your physical body is critical today as we face the demands of today's world. It is necessary to follow some basic risk management strategies systematically and consistently. Suggestions follow.

Health Risk Management Strategies
Foreign Travel Risks Strategies
Foreign Travel Risks Strategies
  

We offer foreign travel medical insurance that provides coverage for emergency medical flights and other medical care that may be necessary when traveling abroad. Over-looking this could cost you the loss of your assets since most U.S. medical plans do not cover this important area. We also cover visitors from other countries to the U.S. for business or pleasure. For link, click here:  http://www.phelpsfinancial.com/summary/p/269

Loss of Life Risk Management Strategies
   Individual life insurance plans are one of the most important foundational stones of a good financial risk management program for your family, your assets, and your life, which can protect those dependent upon you for their needs in life.  Your estate can be easily engulfed if the proper foundation is not in place. Click here to link to data   http://www.phelpsfinancial.com/summary/p/7
Loss of Life Risk Management Strategies
Retirement & Saving Positioning Plans & Strategies
Retirement & Saving Positioning Plans & Strategies
  

Today the gain may not be as critical as avoidance of possible loss of your principle. Before you retire, sound strategies are necessary for your security and peace of mind. For most persons, retirement will present them with minefields of risk to navigate through.  Will your present plan meet your expectations?  Click here to link  http://www.phelpsfinancial.com/investment

Your Senior Years Risk Management Strategies
Financial Planning Strategies
Financial Planning Strategies
   Leaving behind a legacy and not a liablity is a challenge today in our fast-paced culture. Seniors are living longer and are presented with decisions previous generations never faced. People today have more complex lives, presenting the senior with a world that often is very heartless, self-centered and impatient as they struggle to deal with life's choices and issues.  http://www.phelpsfinancial.com/summary/p/9
Estate Risk Management Strategies
   It is your choice as to whether you leave a legacy or a liability for your family to deal with when you are gone. The choices of today may position your estate for this event of life and assist your family as they make necessary adjustments for life without you.
Estate  Risk Management Strategies
Quality of Life Choices For Seniors
Quality of Life Choices For Seniors
  

People today are living longer, but for some, enjoying it less.  Are you or a family member facing the crossroads of life, stressed with decisions to make that do not seem to present themselves with easy answers?  If you are a caregiver or receiver, we can assist you at this special time of life. Your choices can leave behind a legacy or a liability for your family.

Workshops, Seminars, Newsletters, Reference Materials, Etc.
  

Information on our workshops, seminars, our newsletter archive, and other resources, printed or other, are presented here for your reference. Please keep in mind that though we present these materials, we do not necessarily endorse all of their content or positions. They are presented because we feel they have relevance and information that could be a resource of assistance to you. Please keep in mind that when you link to another site, our privacy statement and use statements do not apply, as you are subject to their site privacy and use statements.  If you have questions concerning any provided resources or links, please contact us. Workshops info of a general nature are given under the workshop & newsletter tab in the left menu choices.

Workshops, Seminars, Newsletters, Reference Materials, Etc.
Data & Record Security and Preservation Strategies
Data & Record Security and Preservation Strategies
   Data and record security and preservation strategies can present you with  challenging issues today. Whether information is on paper, is digital, video, tape, or book, each has its value and risks. Copies and backups are as essential as breathing today. Security issues are a continual challenge as criminal, nature, and other forces present themselves with constant change in their destructive drive today. Technology is rapidly changing every day; it can boggle your mind as you try to cope with it's many aspects. Some suggested techniques and strategies follow.
Site last updated 01/07/2015