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Financial Advisors

As a financial advisor, you work with clients of all ages, helping them form a solid financial plan, accumulate assets, plan for retirement and assist with end-of-life planning.  Many of your clients may be contemplating a move, or thinking about downsizing or relocating to another area of the country.  You may also be working with family members of aging parents who are worried about their loved one's living situation but don't know how to help. 

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Moving Mentor® provides moving management, organizing/support and consulting services and specializes in helping seniors and their families to have the support they need to stay at home or the help they need to downsize and move. Moving Mentor® is a member of the Western Massachusetts Eldercare Professionals Association and has spoken at the Pioneer Valley Estate Planning Council meetings. Read about Senior Move Managers.

Moving Mentor® is also available to speak at your office to introduce our services to your staff.  We can partner with you at your next client appreciation event or financial planning seminar you host and/or speak at your local professional organization.