We approach tax discussions differently.

Financial & Insurance Services

Seniors 1st Resources, Inc. serves Northern Kentucky and Greater Cincinnati Area. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Seniors 1st Resources, Inc.

Seniors 1st Resources, Inc. provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Seniors 1st Resources, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Maximize

Social Security & IRA/401k Income

Tax Reduction

2 Golden Nuggets 100% Tax Free

Empowering
Women

Enchanced Planning

Funeral Planning

Generational Vault

Income Planning

Insurance Solutions

Leverage Planning

Life
Insurance

Long-Term Care

Retirement Plannning

Roth
IRA

Social Security

Tax Strategies

Tax Bill Calculator

Could your Tax Bill be too big?
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The New

Holistic Retirement

A Book Forwarded by Janet Schroder
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Color Of Money
Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. This short, interactive analysis is the first step on the road to retirement.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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