Business Details
Trusted Financial Advisers for Senior Retirement Planning
Senior Supportive Services has dedicated over three decades to empowering seniors with comprehensive retirement planning solutions. Our approach integrates financial security, lifestyle goals, and healthcare considerations to create personalized strategies that ensure long-term stability. Led by President Jeanette Mastroieni-Cave, our team of specialists in finance, law, and healthcare collaborates to address the unique needs of older adults and their families. We specialize in guiding clients through critical decisions about retirement living options, asset management, and long-term care planning.Our commitment to personalized service has earned us a trusted reputation in Philadelphia and the broader Tri-State area. We prioritize transparency, education, and compassionate support to help seniors navigate complex financial landscapes with confidence. Our holistic methodology ensures that every aspect of a client's retirement vision is carefully aligned with their financial realities.
Services
Financial Planning
Retirement Living Options
Life Care Planning
Asset Evaluation
Home Modifications
Highlights and features
- We offer over 30 years of specialized experience in senior financial planning
- Our team includes certified professionals in finance, law, and healthcare
- We provide personalized retirement strategies tailored to individual needs
- We maintain transparent communication with no hidden fees or obligations
- We serve seniors across Philadelphia and the Tri-State region
What people say
Extremely helpful
Tailored to individual needs
Financially secure
Personal dedication
No pressure approach
Services
Financial Planning
Our comprehensive financial planning service helps seniors maximize income security while protecting life-long savings. We develop customized strategies that address tax efficiency, investment management, and guaranteed income solutions. Our specialists work closely with clients to create sustainable spending plans that align with their lifestyle goals and healthcare needs.
Retirement Living Options
We guide seniors through critical decisions about retirement housing, including active adult communities, assisted living facilities, and aging in place options. Our specialists evaluate clients' health needs, financial resources, and lifestyle preferences to identify the most suitable living arrangements that ensure long-term comfort and security.
Life Care Planning
Our life care planning service integrates healthcare, legal, and financial considerations to create comprehensive retirement strategies. We help clients navigate Medicare/Medicaid options, long-term care insurance, and estate planning while ensuring their care preferences are documented and respected.
Asset Evaluation
We conduct thorough assessments of clients' financial portfolios to optimize retirement readiness. Our specialists analyze investment strategies, government benefits, and tax implications to develop plans that preserve wealth while supporting clients' desired retirement lifestyles through various market conditions.
Home Modifications
For seniors choosing to age in place, we provide home safety assessments and coordinate necessary modifications. Our services include bathroom upgrades, mobility enhancements, and coordination with trusted contractors to create safer, more accessible living environments that support independent living.
People
Jeanette Mastroieni-Cave
President and Founder
With over three decades of experience in senior financial services, Jeanette Mastroieni-Cave leads Senior Supportive Services with a commitment to personalized care. Her expertise in retirement planning and dedication to improving seniors' quality of life has established the company's trusted reputation in the community.
Questions
What retirement planning services do you offer?
We provide comprehensive financial planning, housing options evaluation, and life care strategies tailored to seniors' unique needs and financial situations.
Do you help with aging in place solutions?
Yes, we offer home safety assessments and coordinate necessary modifications to help seniors maintain independence in their current homes.
What areas do you serve?
We serve seniors in Philadelphia, Bucks, Montgomery, and Chester Counties, as well as the broader Tri-State area including Delaware and New Jersey.
How do you approach financial planning for seniors?
Our approach combines asset evaluation, tax planning, investment strategies, and guaranteed income solutions to create personalized retirement plans that ensure long-term security.
What makes your services different from other financial planners?
We specialize exclusively in senior needs, combining financial expertise with personalized care and a multidisciplinary team approach to address all aspects of retirement planning.
