Clear Simple Solutions To Your Retirement Needs and Frustrations
Live the Retirement of YOUR Dreams
Take the First Step Now
Financial Uncertainty Can Paralyze and Postpone Your Dreams
Are you frustrated, confused or afraid retirement will pass you by?
Do all the decisions and jargon overwhelm you?
Are you stressed, anxious or unhappy with your present path?
Wouldn't You Rather....
Live a longer, healthier and happier life.
Enjoy your time with kids, friends and grandkids.
Save time, money and sleep better.
Reduce stress and find your clear path.
Make your money work as hard for you as you did to earn it.
Let Us Be Your Guide
We know it can be frustrating.
We feel your anxiety and confusion.
Let us guide you through the obstacles, around the potholes and over the bumps in the road to retirement.
We have helped hundreds of clients, just like you, find clear, simple solutions since 1981.
Schedule Your Free Discovery Consultation
We will help you take control of your future. You will find clear simple answers to your most pressing questions. Your stress and frustration will shrink and your peace of mind will skyrocket.
You are the Hero of this Story
Take the first step toward financial clarity.
Make your family safe, secure and proud.
Find the respect and peace of mind that comes when you take control of your retirement and life.
Our Three Step Process
Clear Simple Solutions to your Retirement and Financial concerns are waiting on the other side.
Free Consultation
We start with warm and friendly conversation understanding your needs and goals.
Analyze and Implement Your Plan
We develop a detailed action plan on how to improve your financial situation starting today.
Live a Longer Healthier Life
You gain control of your finances and live the retirement of your dreams with less stress and renewed confidence.
Our Team
We are professional financial advisors ready to help you
Keith Maderer
Keith is the founder and has been a financial professional since 1981.
716-662-4470
Chelsea Makowski, CFP®
Chelsea has been a financial professional since 2017 and completed her CFP® in 2020.
716-662-4470
Lori Maderer
Lori is the office manager, and accountant and the income tax advisor
716-662-4470
Our Services
We provides multiple services to help your financial situation now and in the future
Retirement Planning
Take control of your financial future and retire with peace of mind.
Estate and Legacy Planning
We guide you through the steps and ensure that your legacy is designed exactly as you want it to be.
Investment Advice
We will help you coordinate your investments so that they match your risk tolerance and goals.
Income Tax Planning
Why pay more if you can save more money for yourself.
About Senior Financial and Tax
We are located in Orchard Park, New York and have been guiding clients for over 40 years now. We have helped hundreds of individuals, just like you with their retirement and financial goals.
If you are ready to solve your financial problems, please contact us right now before it's too late!
Ready to take control over your financial future?
Schedule your free 1-on-1 meeting by filling out the form below. We will reach out to arrange a convenient time
Your personal financial guide
in Western New York.
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