Headway Interactive - Our Services to Professionals

Our Services to Professional Advisors

pensive elderly man
Are you the first advisor whose name comes to mind?

We consult to professional advisors whose clients include older adults or families with aging loved ones.

If you are an attorney, financial planner or tax accountant, you play a vital role in helping your clients plan for the future. Moreover, when an important or urgent life event occurs, your name will frequently come to mind first.

You have a unique opportunity to help your older clients or adult children to deal with problems related to aging. We can be a resource for you to:

Elevate your clients' confidence in you as a trusted advisor -- someone they can look to for counsel in areas of deep concern.
Integrate your services within a broader life context.
Make you more aware of opportunities to serve in your specialty.

The Need

More than 36 million Americans are now aged 65 or older, just over 12% of the population. Over the next two decades, the nation's 76 million Baby Boomers will move past this threshold. The 65+ population will grow to 20% of the U.S. total, resulting in an extraordinary demand for aging-related services.

The need is large and growing. Baby Boomers, the oldest of whom turned 60 in 2006, are caring for their own parents -- the World War II and Silent Generations. Each generation tends to view the challenge of aging differently. Societal changes, family dynamics, and geographic separation pose knotty problems for older persons, their families, and their professional advisors.

When your clients turn to you for an aging-related concern, will you be able to help them?

Our Services

Our services can be an excellent complement to yours as a professional advisor. We help you to better serve your own clients, through a flexible, yet comprehensive package of services:

Informational seminars to educate, inform and give practical advice to your clients.
One-to-one consultation for your clients, to offer guidance, develop a plan, or mitigate a crisis.
Single point of contact for you to call as specific problems come up.
Referrals to our network of qualifed professionals as indicated by your clients' situation.
In-depth client workshops.
Training for you and your staff, commensurate with your need.

Next Step

With access to the right knowledge, people and resources, your client's problems can become your opportunity to serve their needs and strengthen your relationship. To learn more, contact us.