Madli is dedicated to addressing the unique financial needs of seniors approaching retirement and their families, particularly those concerned with the escalating costs of healthcare, securing cost-effective insurance and planning for end-of-life care. Recognizing the critical importance of specialized financial guidance during this stage of life, Madli is actively seeking to partner with Certified Financial Advisors who have a deep understanding and expertise in managing the financial complexities faced by the aging population.

Madli seeks financial professionals who are passionate about serving the senior community and possess the necessary qualifications to advise on various aspects of senior financial planning. These experts should be adept at navigating the nuances of fixed-income living, healthcare budgeting, retirement investing, and estate planning, providing tailored advice that ensures financial security and peace of mind for seniors and their families.


Madli is looking to partner with financial advisors who specialize in several key areas.

Certified Financial Advisors for Seniors

Experts in planning and managing finances for seniors, focusing on creating sustainable living plans on a fixed income, strategizing for both long-term and short-term healthcare expenses, advising on smart investments in retirement accounts, and guiding through the intricacies of estate planning.

Geriatric-Care Managers

Professionals who help connect seniors and their families with essential resources that improve their overall well-being. Geriatric care managers play a crucial role in integrating financial planning with other aspects of senior care, ensuring a holistic approach to managing the senior’s lifestyle and health needs.

Elder-Care Financial Planners

Specialists who develop comprehensive and affordable financial plans for seniors, assisting them in reducing care costs and maximizing the benefits of public resources. Their expertise helps ensure that seniors can maintain a comfortable standard of living while managing healthcare and other related costs efficiently.

Registered Financial Gerontologists

These are professionals who have undergone specialized training to better understand and address the financial challenges that today’s seniors face. Their goal is to help older individuals craft robust financial strategies that will sustain them through retirement and beyond.

Professionals partnering with Madli:

Educate and Empower

Provide seniors and their families with the knowledge and tools necessary to make informed financial decisions.

Develop Customized Financial Plans

Create tailored financial strategies that address specific needs such as healthcare funding, income management, and estate distribution.

Advocate for Senior Interests

Act as staunch advocates for seniors, ensuring they receive the best possible advice and access to resources that enhance their financial stability.

Interdisciplinary Collaboration

Work collaboratively with other senior care professionals to ensure a comprehensive approach to health and wealth management for seniors.


Partnering with Madli offers financial professionals a unique opportunity to specialize in a sector that not only requires significant expertise but also provides the satisfaction of making a substantial difference in the lives of seniors and their families. By joining forces with Madli, you gain access to a broad network of potential clients who are in dire need of expert financial guidance as they navigate the complexities of retirement planning. If you are a financial advisor with a dedication to the senior community and a desire to make impactful changes, Madli is the perfect platform to expand your practice and achieve professional fulfillment.

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