As a mature American, you are constantly faced with threats to your economic well being. The challenges you face on a daily basis will affect the quality of your life today and perhaps the lives of your children and grandchildren. Today, senior Americans are living longer. Their greatest fear is running out of money--many will ultimately out live their savings. That’s why managing your financial affairs is so crucial.

It is of the utmost importance that today’s senior Americans understand the importance of preserving their wealth and protecting their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market. This understanding requires a little bit of time, conviction, open-mindedness and a commitment (and willingness) to learn and change.

My goal is to provide my senior clients solid, easy-to-understand financial and estate planning advice to arm them with the knowledge needed to make sound decisions. A lack of knowledge and procrastination can wipe out years of savings, not to mention a few hopes and dreams. However, proper planning and investment strategies will ensure a brighter retirement and keep your money where it belongs—with you and your family.

That’s what we’re about at Senior Wealth Solutions.

Thank you for your business, your trust and your confidence.

Thomas J. O’Connell
Principal, Managing Partner
Registered Investement Advisor
Phone: 973-394-0623 | Fax: 973-394-0625
Email: tjoconnell@seniorwealthsolutions.com

Thomas O’Connell does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC 2001 Rte 46, Suite 506, Parsippany, NJ 07054. 973-394-0404