Location
Our hours
- 9:00 AM - 17:00PM
- Monday - Sunday
You’ve spent your entire life working hard for all the things you own — your land, your property, your savings. But do you have a plan for all of it when you pass?
At Senior Assistance Services, we can help.
We’re committed to providing individuals and families across Berwyn with professional Legacy Protection services that set you and your loved ones up for maximum benefit. We work hard to protect your assets and ensure they’re in the right hands when you’re gone.
Our financial services are offered in both English and Spanish. Come see us here in Berwyn today or simply fill out the short form on your screen to learn more.
Our entire goal is to make sure you and your family have the financial planning in place to ensure a smooth distribution of your wealth and possessions upon your passing. We’re here to help you navatige all of the complicated tax and inheritance procedures and set you and your loved ones up to maximize your assets so they can live on for generations.
At Senior Assistance Services, we’re helping people all across Berwyn and beyond put in place sustainable planning for everything from:
Financial planning and inheritance strategies can often feel like impersonal practices that don’t reflect the love you have for your family.
That’s not how we operate.
At Senior Assistance Services, we work hard to get to know you and loved ones and we aim to provide your family with compassionate guidance through the Legacy Protection process. Our goal is to help you best understand your options and put your family in the best financial position upon your passing.
When you work with our team here in Berwyn, you’ll enjoy:
At Senior Assistance Services, we’re proud to offer dedicated Legacy Protection services for families all across our community and we can’t wait for you to get started. We’re here to set you and your family up for financial stability and maximize your resources in a stress-free process.
Come see us here in Berwyn today or simply fill out the short form on your screen to learn more!
This is just a reminder that Centers of Medicare and Medicaid Services (CMS) now requires the following TPMO disclaimer to be on all client-facing websites:
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”