Senior & Family Financial is an independent financial services firm focused on helping individuals and families prepare for retirement and manage their financial futures. The firm emphasizes choice, personalized planning, and a boutique service approach, with strategies designed to grow retirement savings, preserve assets, create income, and support legacy goals. Its services include retirement, investment, income, and tax-efficiency planning; required minimum distribution analysis; Roth conversion guidance; rollovers; annuities; and life insurance.

The team also helps clients consider ways to limit exposure to market losses and plan for longevity, health crises, and potential long-term care costs, including exploring hybrid long-term care options. Senior & Family Financial is led by Steven Vrooman, a fiduciary advisor and investment adviser representative with experience in investment and insurance planning. The broader team includes professionals in operations, marketing and education, portfolio analysis, and case design.

The firm serves clients across the United States and invites prospective clients to schedule a call to discuss their retirement goals and available planning choices