You know how important it is to get a physical check-up from your doctor ...  

...but when was your last financial check-up? Just as a doctor helps protect your physical health, I can help protect your financial health -- if you’re over 55 years of age and living in the Twin Cities.

And I can help you take control of your money, to help your income last as long as your retirement. How? By providing affordable, honest advice focused on YOU -- your daily money management, and your independence. If you’re a senior on a fixed income, or concerned about your parents’ finances, here’s how I can help you:

• Manage the details of your daily expenses, including bank statements, insurance paperwork, and credit cards (so you can worry less about money matters and spend more time as a family)
• Organize your financial statements, legal records, and other documents (giving you peace of mind that these details are taken care of)
• Create a simple spending plan for each month (to eliminate stress and guesswork by showing you exactly where the money goes)
• Help you with bill paying, phone calls to creditors, and record keeping (taking this burden off your shoulders)
• Identify and obtain assistance from community services, such as transportation, legal, senior care, and in-home healthcare (to help ensure well-being beyond your finances)

To learn more, please contact me with any questions you may have!

You can email me at maura@finwell4you.com or pick up the phone and call 651-434-2003.

Be sure to ask about your Free Financial Check-up. During this meeting, lasting about an hour, we define your financial and lifestyle goals. Then we discuss how to get control of your finances. There is no cost or obligation of any kind. Get your questions answered:  

• Are you concerned about your mother’s or father’s financial situation?
• Worried about your own situation, if you fear your income won’t last as long as your retirement?
• Which is better for you financially -- living at home or community living?
• How will changes in healthcare affect your retirement expenses?
• Are you having trouble keeping up with bill paying and monthly expenses?
• Did you know there are community resources to help you remain independent in your own home?

Take the first step -- call 651-434-2003 or email me at maura@finwell4you.com today to schedule a Free Financial Check-up. There’s no cost and no obligation. We can meet in your home, at a nearby coffee shop, or talk by phone. The choice is yours!

Sincerely, 

Maura Albrecht, ChFC

President

Financial Wellness for You, LLC 

P.S. -- I am happy to answer any questions you have about finances and insurance in your retirement years … That’s because, with more than 16 years of experience in the financial service industry, as both a Chartered Financial Consultant and licensed Minnesota insurance professional (life and health), I have seen and solved almost every kind of money problem you can imagine.

Contact me today to join others who say:

“Thanks so much for the financial advice you have passed along to Janie and Mike. They love working with you. What a fabulous service you provide.” - Margaret, Minneapolis, MN

Please call 651-434-2003 or email me today at maura@finwell4you.com!