Senior Resource Advisors

Specialties

Senior Resource Advisors is part of a unique group of advisors you will find refreshingly different.

We wrap up your financial future in safety and guarantees by re-​engineering the way you approach retirement planning.

One of the most difficult problems you will face is retiring comfortably with the assurance that your money will last no matter how long you live. I help my clients develop appropriate strategies to solve financial and estate objectives, and do so without risk.

No individual has ever lost even a penny using my recommendations. They slept peacefully even during the 2007 – 2009 market meltdown.

History

Established in 2000.

Upon graduation from Penn State University with a Bachelor’s Degree, Valerie Schwait moved to California and launched her career working with medical management companies.

Valerie was inspired to become a licensed Financial Planner after observing the financial difficulties experienced by many seniors. She now specializes in working with those in or near retirement age.

Valerie further developed her financial skills by earning dual certifications as an Annuity Specialist and a Long Term Care Counselor. She has helped hundreds of seniors with their retirement planning, including Baby Boomers, and is committed to building client relationships through honesty and integrity.

Valerie is dedicated to helping clients reach and maintain financial security and

prosperity WITHOUT market risk. No client has ever lost one penny of value – even during the 2007-​09 market meltdown – by following Valerie’s recommendations.