Seniors & Retirees

Services for Seniors

In addition to our regular services, Premier Wealth Advisors is proud to offer the following services for seniors and retirees:
Even business owners have to retire sometime. After all, one of owners' major objectives is creating equity in their company to sell for future retirement needs. But, whether you were a business owner or not, if you're a senior or retiree, we'd be happy to meet with you to see if we can help you reduce your taxes, increase your income, and protect your estate for transfer to future generations.

Dementia & Alzheimer’s & Long-Term Care Financial Planning Seminars

Retirement financial matters are stressful enough to seniors without the additional stress of long-term care and how that will drain families' savings. Our expert wealth protection strategists will formulate a holistic financial plan as unique as our clients that is relevant to their individual situation so that their assets are protected and the costs of their long-term care are minimized.

Life Insurance & Long Term Care Planning

Coming up with the money to pay for a nursing home, an assisted living facility, or other such care isn't easy. Many of our new senior clients and their families don't realize that there are tax deductions they can take advantage of that would give them extra money to help with long-term care expenses. Our expert Wealth Reservation Strategist Jack Gelnak and his team of financial preservation specialists know the tax rules and how they apply to your personal situation, which can make a huge difference in affording the long-term care you may require.  

Boston, MA:

636 Great Road,

Stow, MA 01775

 

Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144

 

Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

 

info@premierwealthcoach.com

Tel. 818-888-4646

Fax. 818-888-4647

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

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This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.