Our Trusted Partners
Our professionals at Senior Resource Center have to know a lot about many retirement related topics in order to help you potentially create more money. But, no matter how much we know, there is always more to know. So, it’s not what we know, but who we know that really matters. Here’s a partial list of our expert affiliates, our trusted partners, the folks we turn to, to help find answers to your questions.
Advanced Underwriting
Have an income tax question? These guys always have the answer. They are a free resource through us.
Bemis, Roach and Reed Law Firm
Need help with filing a Social Security or Workman’s Comp disability claim? These are the folks we recommend.
The Brokerage
They're the best of the best when it comes to answering Medicare questions.
CreativeOne
How do you pick the right annuity or life insurance product for your unique situation? CreativeOne has the industry knowledge and experience.
Advanced Underwriting
Have an income tax question? These guys always have the answer. They are a free resource through us.
Bemis, Roach and Reed Law Firm
Need help with filing a Social Security or Workman’s Comp disability claim? These are the folks we recommend.
The Brokerage
They're the best of the best when it comes to answering Medicare questions.
CreativeOne
How do you pick the right annuity or life insurance product for your unique situation? CreativeOne has the industry knowledge and experience.
Advanced Underwriting
Have an income tax question? These guys always have the answer. They are a free resource through us.
Bemis, Roach and Reed Law Firm
Need help with filing a Social Security or Workman’s Comp disability claim? These are the folks we recommend.
The Brokerage
They're the best of the best when it comes to answering Medicare questions.
CreativeOne
How do you pick the right annuity or life insurance product for your unique situation? CreativeOne has the industry knowledge and experience.
Foundation for Financial Education (F3E)
If you want to legally save big on taxes, F3E delivers, and they are a FREE resource.
Andrew Friedmann, Attorney
Why do we office where we do? Because that’s where Andy is. In my opinion, he’s one of the best elder law attorneys in Austin, TX.
Horsemouth
Social Security is a lot more complex than most people think. These guys are the #1 Social Security advisory in the country!
KG Advisors
This is our go-to source for market investment expertise. Some of our clients want some of their money in the market. Let me introduce you to Eric Kendrick, President of KG Advisors (He’s also Tara’s husband).
Foundation for Financial Education (F3E)
If you want to legally save big on taxes, F3E delivers, and they are a FREE resource.
Andrew Friedmann, Attorney
Why do we office where we do? Because that’s where Andy is. In my opinion, he’s one of the best elder law attorneys in Austin, TX.
Horsemouth
Social Security is a lot more complex than most people think. These guys are the #1 Social Security advisory in the country!
KG Advisors
This is our go-to source for market investment expertise. Some of our clients want some of their money in the market. Let me introduce you to Eric Kendrick, President of KG Advisors (He’s also Tara’s husband).
Foundation for Financial Education (F3E)
If you want to legally save big on taxes, F3E delivers, and they are a FREE resource.
Andrew Friedmann, Attorney
Why do we office where we do? Because that’s where Andy is. In my opinion, he’s one of the best elder law attorneys in Austin, TX.
Horsemouth
Social Security is a lot more complex than most people think. These guys are the #1 Social Security advisory in the country!
KG Advisors
This is our go-to source for market investment expertise. Some of our clients want some of their money in the market. Let me introduce you to Eric Kendrick, President of KG Advisors (He’s also Tara’s husband).
The Krause Agency
The rules to qualify for Medicaid and VA benefits are always changing. Krause knows the rules! If you or a loved one live outside of Texas and need Medicaid or VA benefits to pay for long-term care, Krause has a nationwide network of experienced advisors (like us).
Select LTC
Maybe you want a long-term care insurance policy but you’re not sure you qualify medically. One phone call and Select LTC can provide the answer.
Thomas Gold Solution
How will spending, inflation and taxes affect your financial situation 10, 20 or 30 years in the future? We use Thomas Gold’s Retirement Analyzer software to give you the answer.
Fairway Reverse Lending Shoal Creek Team
Seniors have amassed over $11 Trillion in home equity, and the Home Equity Conversion Mortgage (HECM) enables life-changing access and liquidity to that housing wealth. Brian's purpose and calling is to help seniors live their best lives during retirement by thoughtfully integrating the HECM into the retirement portfolio.
The Krause Agency
The rules to qualify for Medicaid and VA benefits are always changing. Krause knows the rules! If you or a loved one live outside of Texas and need Medicaid or VA benefits to pay for long-term care, Krause has a nationwide network of experienced advisors (like us).
Select LTC
Maybe you want a long-term care insurance policy but you’re not sure you qualify medically. One phone call and Select LTC can provide the answer.
Thomas Gold Solution
How will spending, inflation and taxes affect your financial situation 10, 20 or 30 years in the future? We use Thomas Gold’s Retirement Analyzer software to give you the answer.
Fairway Reverse Lending Shoal Creek Team
Seniors have amassed over $11 Trillion in home equity, and the Home Equity Conversion Mortgage (HECM) enables life-changing access and liquidity to that housing wealth. Brian's purpose and calling is to help seniors live their best lives during retirement by thoughtfully integrating the HECM into the retirement portfolio.
The Krause Agency
The rules to qualify for Medicaid and VA benefits are always changing. Krause knows the rules! If you or a loved one live outside of Texas and need Medicaid or VA benefits to pay for long-term care, Krause has a nationwide network of experienced advisors (like us).
Select LTC
Maybe you want a long-term care insurance policy but you’re not sure you qualify medically. One phone call and Select LTC can provide the answer.
Thomas Gold Solution
How will spending, inflation and taxes affect your financial situation 10, 20 or 30 years in the future? We use Thomas Gold’s Retirement Analyzer software to give you the answer.
Fairway Reverse Lending Shoal Creek Team
Seniors have amassed over $11 Trillion in home equity, and the Home Equity Conversion Mortgage (HECM) enables life-changing access and liquidity to that housing wealth. Brian's purpose and calling is to help seniors live their best lives during retirement by thoughtfully integrating the HECM into the retirement portfolio.
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Senior Resource Center
Service Areas
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
*A professional advisor should be consulted before implementing any of the options presented. No content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Senior Resource Center
Service Areas
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
*A professional advisor should be consulted before implementing any of the options presented. No content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Service Areas
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
*A professional advisor should be consulted before implementing any of the options presented. No content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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