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Certified Senior Advisor (CSA)

What is a Certified Senior Advisor (CSA)

A professional who has completed specialized training and certification on issues important to older adults. The CSA professional understands how aging affects clients and can provide guidance, resources, and services with sensitivity to seniors’ needs.

A CSA helps clients navigate their later years' new, complex, and changing needs. They recognize health, social, and financial issues important to older adults and how these factors work together in seniors’ lives and influence outcomes.

Benefits of using a CSA:

  • Help older adults create cash flow from their home mortgage
  • We have had training with the complex issues that come up with aging, and those issues are different with every case
  • Plan for future financial needs of life-home care, assisted living, and memory care

 

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