Senior Retirement Advisors

Helping Clients Preserve Their Assets for Their Future Needs

Developing a holistic strategy for each client’s unique retirement goals. 

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Personalized, High-Quality Service You Deserve


Our mission is to provide the individuals, families, and businesses we serve with innovative financial and wealth planning strategies that result in clarity, stability, and overall financial health. As an independent firm with over 35 years of experience we understand that each client is unique, which is why our one-on-one approach considers your individual goals, objectives, and concerns. We feel it is vitally important to ensure you have the information necessary to make informed financial decisions. Senior Retirement Advisors strives to always provide:

  • Straightforward, Easy-to-Understand Guidance

    The journey to retirement can be hard to navigate, so we collaborate with our clients to understand the challenges and obstacles you face on a daily basis.

  • Create Personal Connections with Each of Our Clients

    We founded our business on the values of honesty and integrity and intend to know each of our clients individually and strive to provide you with the customized and high-quality service you deserve.

  • Customized Strategies for Each Client

    We carefully and strategically create a holistic plan that encompasses our client’s individual needs to help them retire with confidence.

Providing Individuals, Families, and Businesses with Innovative Financial & Wealth Planning Strategies


Based in Tacoma, Washington, Senior Retirement Advisors is state registered investment firm offering comprehensive asset management, financial, wealth and retirement planning services. Our team of experienced professionals use our knowledge and unique backgrounds to develop a holistic approach for each of our clients so can help best meet your retirement needs and objectives. We provide a comprehensive suite of services including:

Income Planning

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Tax Strategies

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Income Strategies

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Legacy Planning & Preservations

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Retirement
Planning

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Social Security
Maximization

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Bear Market Guide

Do you know how to protect your savings from a bear market as you approach & enter retirement?


Download our complimentary, no-obligation guide, “Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility” to identify some of the unique challenges that retirees face and some tools that can help you enjoy the retirement you’ve always imagined.

Bear Market Guide Download - Home


Bear Market Survival Guide

Get your complimentary basic financial analysis by entering 9 quick non-personal pieces of information

This analysis can help determine if you are on track for a successful retirement or if you may come up short. 

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Hit Your Mark: Retirement Planning Perfected By Janet Pack

Have you hit the mark with your retirement planning?

For the majority of our lives, we focus on earning money and saving it. Then, one day, we get to retire! We get to enjoy the happy, relaxed days of following all our retirement dreams. But there’s a catch; when we retire, everything changes. It’s now our job to protect the nest egg we’ve created throughout our working years. It’s an entirely different mindset that involves an entirely different set of knowledge and skills. Read more on how Janet Pack is helping people to retire and stay retired by learning about various aspects of retirement planning so you can achieve the retirement of their dreams.

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