Joe Cordell Explains How Financial Advisors Can Assist Seniors

Joe Cordell Explains How Financial Advisors Can Assist Seniors

financial advisor magazineIn his latest column for Financial Adivsor Magazine, Cordell & Cordell Principal Partner Joe Cordell explained the value that financial advisors can potentially bring to seniors. 

With the population of seniors growing exponentially, there is a growing need for qualified professionals to help develop long-term financial and health-care plans.

“The plethora of options that exist in terms of insurance, Medicare and Medicaid, housing opportunities, etc., can be overwhelming and most of these are extremely complex,” Mr. Cordell wrote. “Financial advisors who take it upon themselves to learn the inner workings of these programs would open themselves to an underserved niche business practice.”

Joe Cordell

Cordell & Cordell Principal Partner Joseph Cordell

In past generations, seniors typically moved back in with your children once they reached a certain age. Today, the majority of seniors are more interested in “aging-in-place” rather than move in with their kids or into a retirement home. This presents some unique challenges.

“Professionals who work with seniors are becoming increasingly sensitive to this objective that is almost universal; however, it requires extensive financial planning, insurance planning, utilization of government benefits and more.”

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About Shawn Garrison

Shawn Garrison is an Online Editor for Lexicon, focusing on subjects related to the legal services of customers, Cordell & Cordell and Cordell & Cordell UK. He has written countless pieces dealing with the unique child custody and divorce issues that men and fathers face. Through his work on,, and, Mr. Garrison has become an authority on the complexities of the legal experience and was a content creator for the YouTube series “Dad’s Divorce Live” and additional videos on both the Dad’s Divorce and Cordell & Cordell YouTube channels.

Mr. Garrison has managed the sites of these customers, and fostered the creation of several of their features, including the Cordell & Cordell attorney and office pages, the Dad’s Divorce Newsletter, and the Cordell & Cordell newsletter.