• Financial Planner
• Attorney
• Accountant

Our nation and state is filled with people who are all-of-a-sudden specializing in “Senior Wealth Asset Management.”  There are a variety of organizations offering “certifications” in “financial planning for seniors.”  This is well and good.  Some of the large financial houses have hired experienced wealth managers and financial planners for seniors and developed new divisions of their corporation designed to serve the senior population.

As with any new field, there are opportunities for people to take advantage of you. Therefore we have included some suggestions for you to use when selecting professionals to help you.

1. Obtain names of financial planners, attorneys and accountants from individuals you trust and have known for a long period of time.
   
   
2. Contact these professionals and complete a checklist or evaluation form.
   
   
3. Make a decision on the basis of conversation with friends and family who you believe will look out for your best interests.