Our independence gives our clients choices and great flexibility.
Say goodbye to retirement fears and hello to a secure future. Let's work together to make your dreams a reality.
Let us show you the choices you have to limit or avoid market losses BUT allow income and growth potential.
Let us see if a ROTH conversion or other tax advantaged strategy is a right fit for you.
A health crisis or long term care need can drain your nest egg and income streams. See if there is a hybrid LTC plan that can work for you.
We can help you devise the right retirement strategy for your goals, using a variety of high-quality products and services. Plan wisely for every phase of your financial future, including growing your retirement value, preserving your nest egg and creating a legacy plan to provide for the people and causes you cherish.
Our team of qualified financial professionals are passionate about helping individuals and families achieve their ideal retirements. When you work with Senior and Family Financial, you are partnering with a team that values communication, collaboration and trust.
Steven Vrooman is a seasoned financial advisor with extensive expertise in both investment and insurance planning. He initially became a Fiduciary, Investment Advisor Representative when he passed his Securities 65 exam in 2011 and trained with World Financial Group / Transamerica for two years.
After a brief hiatus to focus on insured money planning through life insurance and annuities, Steven regained his series 65 securities license in 2017 when he joined Wealth Watch Advisors, a team of non-captive, independent advisors. As a Fiduciary, Steven is held to the highest ethical and legal standard by the SEC, ensuring that he always puts his clients' interests first. He is licensed to advise clients across the United States, and has additional credentials in long-term care and annuities.
Jenny has been an integral component to the growth, success and daily upkeep for Senior and Family Financial since 2017. Among her contributions to the company, she has captained the marketing effots, personalized interactions within our client base and helped oversee the launch of Senior and Family Financial into the national stage and virtual arena. She has a Masters Degree in Human Resource Managment. In addition to executing her professional role as Director of Operations, she was a teacher for over 8 years. Jenny is a proud wife & mom of four "almost-grown" children. She enjoys spending her time with her family in Colorado's beautiful mountains.
James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.
James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.
Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.
Steven Vrooman is a seasoned financial advisor with extensive expertise in both investment and insurance planning. He initially became a Fiduciary, Investment Advisor Representative when he passed his Securities 65 exam in 2011 and trained with World Financial Group / Transamerica for two years.
After a brief hiatus to focus on insured money planning through life insurance and annuities, Steven regained his series 65 securities license in 2017 when he joined Wealth Watch Advisors, a team of non-captive, independent advisors. As a Fiduciary, Steven is held to the highest ethical and legal standard by the SEC, ensuring that he always puts his clients' interests first. He is licensed to advise clients across the United States, and has additional credentials in long-term care and annuities.
Our team of qualified financial professionals are passionate about helping individuals and families achieve their ideal retirements. When you work with Senior and Family Financial, you are partnering with a team that values communication, collaboration and trust.
Steven Vrooman is a seasoned financial advisor with extensive expertise in both investment and insurance planning. He initially became a Fiduciary, Investment Advisor Representative when he passed his Securities 65 exam in 2011 and trained with World Financial Group / Transamerica for two years.
After a brief hiatus to focus on insured money planning through life insurance and annuities, Steven regained his series 65 securities license in 2017 when he joined Wealth Watch Advisors, a team of non-captive, independent advisors. As a Fiduciary, Steven is held to the highest ethical and legal standard by the SEC, ensuring that he always puts his clients' interests first. He is licensed to advise clients across the United States, and has additional credentials in long-term care and annuities.
Jenny has been an integral component to the growth, success and daily upkeep for Senior and Family Financial since 2017. Among her contributions to the company, she has captained the marketing effots, personalized interactions within our client base and helped oversee the launch of Senior and Family Financial into the national stage and virtual arena. She has a Masters Degree in Human Resource Managment. In addition to executing her professional role as Director of Operations, she was a teacher for over 8 years. Jenny is a proud wife & mom of four "almost-grown" children. She enjoys spending her time with her family in Colorado's beautiful mountains.
James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.
James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.
Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Senior and Family Financial are independent from each other. Please note that registration with the SEC does not guarantee the success of an investment strategy or denote a specific skill level.
