The Senior Resource Team
A consortium of professionals – each with specific expertise – working together to help address the unique needs of aging adults.
We are excited to introduce The Senior Resource Team
– a group of professionals assembled to provide a single source to respond to the unique needs of maturing adults. Since retirement decisions are becoming increasingly complex, seniors often find themselves searching for someone who can cater to their specific information needs. Each member of The Senior Resource Team
has a specialized background with expertise that is specific to the unique needs of maturing adults.
Financial planning is an essential part of planning for retirement. Due to a wide variety of factors, the process is unique for each person. Working with a CERTIFIED FINANCIAL PLANNER™ is crucial as you develop a plan to protect your assets.
Thomas T. Riquier, CFP®, CLU,
of The Retirement Financial Center
, CERTIFIED FINANCIAL PLANNER™ Professional and an Ed Slott Elite IRA Advisor Group™ member. As Registered Representatives of United Planners, Tom and his team practice the “total financial planning concept” providing solid, unbiased advice for all the financial needs of his clients. He has 40 years of experience in finance, insurance, investment and retirement planning. Tom understands the unique financial needs of seniors and is well-versed in IRA laws and rulings, 401k and pension plans, and employer and employee benefit plans. Tom’s financial planning objectives for his clients include: increasing investment return, decreasing tax liability, and protecting principal.
It is important to learn about long-term care insurance and determine if it is right for you.
J. B. Nayduch
, Agent, Genworth Financial.
JB specializes in long-term care planning and insurance. He can assist you in designing an appropriate and affordable plan for you and your family. He has firsthand knowledge of the potentially significant impact long term care can have on an individual or their family. J.B. is a graduate of Susquehanna University and received his Master’s Degree from Boston University.
Some people must consider moving to more manageable lodging.
Blaze Johnson, ABR, CRS, SRES
of ReMax Advantage
, has been a full-time real estate broker 19 years. Blaze has chosen to make clients age 50-plus a focus of her business, and has earned her SRES® – Senior Real Estate Specialist designation. Blaze has received specialized training to meet the special needs of maturing Americans during the process of selling, buying, relocating, or refinancing residential or investment properties.
Have your tax return prepared and analyzed for tax reduction strategies.
Gordon W. Ulen, CPA
is the head of the Tax Planning & Preparation Department at The Retirement Financial Center and a Registered Representative with United Planners. Gordon received his MBA from Suffolk University and has more than 30 years of experience running the financial operations of a wide range of companies. Gordon helps his clients coordinate their investments and their taxes.
For a wide variety of reasons, we must reevaluate our living conditions as we age. Sometimes, by making physical modifications or getting help, we can stay in our own homes.
, Eldercare Advisor, A Place for Mom
. A Place for Mom is a free referral service helping families find nursing homes, assisted living, Alzheimer’s care, retirement communities, home care, and other senior care options. Laura has an understanding of the diverse needs of seniors and is well-equipped to guide families through the process of finding the perfect communities to fit their loved ones lifestyle and needs.
Finding and coordinating appropriate services for yourself or a family member can be overwhelming. Issues of distance, time constraints and unfamiliarity with available services leaves many feeling at a loss about where to start.
Miriam Pett, OTR/L, MS, CMC, Adult Care Solutions
, is a healthcare professional, licensed at the independent level. In 1997, she established Adult Care Solutions, a Geriatric Care Management practice, dedicated to responding to elders and other adults dealing with challenges to their health and independence. She will provide an assessment and develop a Care Plan. She can assume long- or short-term responsibility for Care Plan implementation. Miriam is dedicated to ensuring clients receive dignified quality service.
Elder law is a legal specialty in areas especially relevant to seniors and includes: Estate Planning and Asset Preservation; Medicaid Planning; and Disability Planning and Long Term Care Issues.
Ronald R. Kearns, R.N., Esq.
, Nurse Attorney, Senior Resource Center.
Ron brings a unique focus to Elder Law, advising on care needs, and developing the Estate and Medicaid Plan based on those needs. He is an RN and attorney and shares his expertise in each of his respective fields by offering complimentary CEU presentations for Elder Care professionals about a variety of topics related to medical and legal issues faced by seniors and their families. Ron is a frequent guest on local radio and cable stations.
As you age, education and planning are the keys to successfully navigating your unique health care needs. There are many options available when recovering from a hospitalization, illness or rehab stay. Let an expert help identify the resources available to you.
Karen Takis, Community Liaison
for All Care Resources
. All Care, a non-profit home care company, provides a personalized plan of care for patients and families to meet their specific health care needs at home. All Care VNA, All Care Hospice, All Care Resources – one company, one mission – CARING FOR YOU AT HOME.
Insurance planning is an important part of financial planning and can help you deal with the unexpected life events that affect your health wealth and financial well-being.
Lee A. McNelly, Independent Agent, Sennott Insurance
. Lee began his insurance career in 1969. He currently specializes in personal liability coverage (home, auto, boat, jewelry, art, umbrella), and business insurance (property, vehicle fleets, construction bonding, worker’s compensation). His independent insurance agency represents over 40 insurance companies serving New England.
The preceding list is not an endorsement or sponsorship by United Planners. These firms are not employed by or affiliated with United Planners, nor does United Planners monitor the services they provide.