Individual Consultations

MAZUMA

simple steps to a secure retirement

"I learned so much and left feeling not only interested but confident I could actually take some action on a subject I prefer to totally avoid.… I urge you to take the time to attend a session – it is free, remember – and then tell all your friends, family, and colleagues."

- Kate Turpin

MAZUMA is a member of Senior Services' family of programs

Want to meet with one of our investment coaches? Start by filling out a questionnaire (click HERE to download the questionnaire) about your money flow, current savings, and investments. Then, mail it to us. We'll contact you to setup a face-to-face session with an Investment Coach. When you arrive, we'll have customized options ready for you based on the answers to your questionnaire.

Investment coaches can do a 360^oassessment of your financial situation and help you understand your options for having the retirement you want. They'll help you set goals for retirement, maximize savings, and optimize your investments for best long-term performance.

Investment Coaches will not advise you to buy specific mutual funds, stocks, bonds or other products. Our goal is to help you become an informed consumer who has the skills and confidence to make wise investment decisions on your own.

• One Hour Personalized Consultations are $ 45. Or you can purchase a consultation package (see table below).

• 100% of the proceeds support Senior Services'™ Senior Rights Assistance Program

You also have the option of purchasing a package of one-on-one consultation sessions.

Package Number Number of One Hour Sessions in Package Cost of Package (What You Pay) Cost of Purchasing Each Session Separately Your Savings By Purchasing this Package

1 One Session $45 - -

2 Two Sessions $85 $90 $5

3 Three Sessions $125 $135 $10

4 Four Sessions $165 $180 $15

5 Five Sessions $200 $225 $25

6 Six Sessions $225 $270 $45

CLICK HERE TO DOWNLOAD YOUR QUESTIONNAIRE.

If you have any questions, please call (206) 268-6707 or email mazuma@seniorservices.org.

Who Are Mazuma's Volunteer Financial Coaches?

Click the link above to find out!