Mai Dao - State Farm Insurance Agent

The cornerstone of our philosophy is the undisputed fact that knowledge is power. We are here to provide that knowledge with the goal of achieving long term success and a stable future. If you’re looking for the next hot stock tip, the secrets to gambling on the market or a get rich quick scheme, you’ve come to the wrong place. We are here to empower our clients with a better more comprehensive understanding of how the market works and how to best leverage available options to reach their financial goals.

At Senior Financial Planning, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around investments that can help create a hedge against outliving their income, the impact of inflation, taxation, or rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. We offer a wide range of financial planning services, including retirement planning, tax planning, college planning, estate planning, and insurance planning. We can help you create a comprehensive financial plan that meets your individual needs and goals.