Financial Planning, Insurance Products and Reverse Mortgages offer a variety of guidance that can include: Retirement Planning, Long Term Care Insurance, Health Insurance, Life Insurance, Death Benefit Insurance, Expense planning and budgeting, reverse mortgage review, long term care planning, estate planning, etc. all with seniors in mind.
You need a little help with getting all your finances in order. You want to be able to have the comfort of knowing that your money, your expenses and your loved ones will be taken care of.
How much experience does this person have? This might not be an area where you want a rookie.
Is this company specialized in your specific situation?
What are the details? Make sure someone can explain anything you sign in simple terms, and it wouldn't hurt to have a few extra eyes on it.