The Senior Financial Center

At a Glance

Products & Services: Financial planning services for seniors

Number of Locations: 8

Total Investment: $46K - $67K

Founded: 2000

Began Franchising: 2007

Franchise Units

Year U.S. Canadian International Company Owned
2010 4 0 0 4

Startup Costs, Ongoing Fees and Financing

Total Investment: $46,000 - $67,000
Franchise Fee: $27,500
Term of Franchise Agreement: 10 years, renewable
Financial Requirements
Net Worth: $100,000
Liquid Cash Available: $50,000
Operations
Franchise can be run from home. Number of employees needed to run franchised unit: 1 - 2. Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators).

How This Franchise Supports Franchisees

Training: Available at headquarters: 5 days. Ongoing
Ongoing Support: Meetings, Toll-free phone line, Internet
Marketing Support: Ad slicks, Regional advertising,