Senior Financial Center

About

Our goal is to assist clients in or near retirement to help them understand their money and protect their assets.

Story

Charles Bartman:
Charles Bartman is the owner and founder of Senior Financial Center. He’s dedicated to assisting people in or near retirement, to better understand their money and protect their assets.

As advertised on radio and TV, Charles is recognized as a financial professional, speaker, author, and the host of his own radio show “Safer Income for Life” radio. He specializes in designing a plan to help you establish your retirement goals by using safer-income-for-life strategies, while assisting people on how and when to apply for Social Security benefits to collect more money and reduce or eliminate taxes.

His commitment, competence, and dedication enable him to assist clients in achieving their retirement goals. He has become one of the top financial professionals in the country by being an outstanding public speaker and teacher that presents free educational financial workshops. He’s recognized for motivating and inspiring clients throughout Michigan and across the country.

Charles has helped many clients develop a retirement plan to prevent them from outliving their money, so that their assets last as long as they do!

Charles and his wife Karen are the proud parents of five children and five grandchildren. They are lifelong residents of Michigan and reside in Howell, Michigan. His hobbies include history, classic cars, and travel.

David Bartman:

David Bartman is a recognized speaker, co-author, and host of “Safer Income for Life” radio with his father. He’s a financial professional dedicated to assisting people in safely protecting their assets prior to and in retirement. His clients rely on his important recommendations to maintain their lifestyles, and to build and preserve their wealth.

He has counseled hundreds of people by showing both prospects and clients how to protect millions of dollars in retirement assets. He utilizes flexible retirement strategies with safer-income-for-life alternatives that are guaranteed, with no loss of principal from market volatility, and can generate an optional safe income for life, which you and your spouse cannot outlive.

David specializes in retirement planning to get you to and through retirement. With Senior Financial Center’s Social Security Maximization Report, David shows couples how it may be possible to qualify for up to $150,000 over their life expectancy in Social Security benefits, if you file properly.

David understands that clients always come first. His commitment to you is to work together with you to meet your goals in retirement by using safer-income-for-life strategies. He creates lasting relationships by helping you build your financial future and helping you live through retirement in a lifestyle that you are accustom to.

David and his wife Star are proud of their two children, David and Dylan, along with their two dogs, Caesar and Romeo. David is a lifelong resident of Michigan and lives in White Lake. His wife lived in California and Arizona before moving to Michigan. His hobbies include snow skiing, boating, and traveling with his wife and children.