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Alabama
Serving All of Alabama (Financial / Retirement Planning) Michael Ballard & Gregory Lawrence ~ Alliance Wealth Management Group, LLC
4505 PineTree Circle, Suite 120 Birmingham, AL 35243 Click here for Help & More Information
Arizona
Chandler & all of Arizona (Financial / Retirement Planning)
Diane Forshee, CSA, CLTC
1185 W Macaw Drive P.O. Box 11293 Chandler AZ 85248 480-782-1630Click here for More information
Serving all of Arizona (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Serving all of Arizona & California (Financial / Retirement Planning) Thomas Steele - Wealth Preservation Concepts
2900 Adams Street, Suite C130,
Riverside, CA 92504 Click here for Help & Contact Information
Serving all of Arizona (Financial / Retirement Planning) W. Ryan Zenk, Veterans Benefits Inc in Arizona, Illinois and Wisconsin; Geriatric care management firm Senior Planning Group in Wisconsin & Zenk Law Office in Wisconsin Click here for Help & Contact Information
Serving all of Arizona (Financial / Retirement Planning) Guiding Light ALC - Senior Resource Connection 2925 East Riggs Road, Suite 8-128
Chandler, AZ 85249 Click here for Help & Contact Information
Arkansas
Faulkner, Conway & Pulaski & all Counties East & North to the State lines
Judah Day ~ Area Director and Veterans Benefits Analysts (Retirement Planning) Retirement Benefits Analysts, LLC Conway, AR, 72032 Click here for Help & Contact Information
Serving all of Arkansas (Financial & Retirement Planning)
Chad R. Oldham, Oldham Law Firm, PLLC
603 Southwest Dr. Jonesboro, AR 72401 Click here for Contact Information
California
Alameda, Contra Costa Counties and the Greater Bay Area
(Financial / Retirement Planning)
Kevin D. Olison, Olison & Company
111 Deerwood Road, Suite 200
San Ramon, CA 94583 Contact: 925-855-3230 Click here for Contact information
Alameda, Contra Costa Counties & all of Northern California Marty Appel, Loan Consultant, Bay Area Reverse Mortgage
1900 Mountain Blvd. Oakland, CA 94611Click here for Help & Contact Information
Alameda, Contra Costa, San Francisco, Marin, Santa Clara, & San Mateo Counties Jake Birnberg - Hoosier Senior Solutions (Retirement & Financial Planning Specialist) Our highly experienced team view every person as an individual and tailor our services to your specific needs. We cover all areas of financial planning including reducing your taxes, getting the safest and highest returns possible on your investments, estate planning, risk management and long term care planning. Call (866) 282-4487 for a free consulation Click here for Help & Contact Information
Anaheim, Buena Park, Cypress, Garden Grove, Lakewood, Seal Beach, Los Alamitos, Lakewood, Long Beach, Cerritos, and the Greater Orange County and Los Angeles County metropolitan areas (Financial / Retirement Planning)
Law Offices of Thomas L. McKenzie
10702 Pamela St. Cypress, CA 90630 Click here for Contact information
Contra Costa, Alameda, & Solano Counties(Financial / Retirement Planning)
Joanna Marie - Where to Go & What to Do - Family & Elder Services P.O. Box 1495, Martinez, CA 94553 Click here for Help & Contact Information
Glendale, La Canada, La Crescenta, Pasadena, Greater Los Angeles Sean Rodriguez - CV Financial Services (Financial / Retirement Planning)
515 S. Flower Street, 36th Floor Los Angeles, CA 90071 Click here for Help & Contact Information
Los Angeles & surrounding counties (Financial / Retirement Planning)
Errol Sayin - SQB -
7210 Jordan Ave. #A11,
Canoga Park, CA 91303
Click here for Help & Contact information
All of Los Angeles and the South Bay (Financial / Retirement Planning)
Susan Reyes Guan, SRES, Realtor, Notary,
Financial Services Professional, SRN Financial Services, Inc.
1253 Sepulveda Blvd. Torrance, CA 90502 (310) 530-4692
Click here for Contact information
Orange, Riverside, San Bernardino, Los Angeles & San Diego Counties Susanne Miller, Your Estate Coach (Financial / Retirement Planning)
1501 N Harbor Blvd, Ste 100 Fullerton, CA 92835 Click here for Help & Contact Information
Orange County (Financial / Retirement Planning)
Joseph S. Hagler, Hagler Financial Services
461 South Glassell Street, Suite A Orange, CA 92866 Click here for Help & Contact information
Orange County (Financial / Retirement Planning)
Christina Bush,
Vice President/Senior Wealth Advisor -
Torrey Pines Securities, Inc.
2753 Camino Capistrano, Ste. #C-1,
San Clemente, CA 92672 Click here for Help & Contact information
Sacramento, Modesto, Auburn (Financial / Retirement Planning)
Mark John Crews, Mark John Crews & Associates,
5150 Fair Oaks Blvd 101-102, Carmichael CA 95608 Click here for Contact Information
San Diego County & surrounding areas (Financial / Retirement Planning) Amos Johnson Jr., Amos Johnson Agency Click here for Help & Contact Information
815 Third Ave Ste. 303 Chula Vista Ca. 91911
San Diego Area & Southern California (Financial / Retirement Planning)
Michael Piper, Piper Financial 7419 Circulo Sequoia Carlsbad, CA
Click here for Contact information
San Francisco, the Bay Area, including Marin and and Sonoma County
(Financial / Retirement Planning)
Rebecca Brumbaugh, Long Term Care Insurance Services
909 Susan Way, Novato, CA 94947 Click here for Contact Information
Northern California, the Sacramento Area & Central California (Retirement Planning) Mark Thompson - Titus & Associates
- 2068 Talbert Drive,
Chico, CA 95928 Click here for Help & Contact Information
Serving Southern California (Primary) & Northern California (Secondary)
Brian K Clark, Western Financial Planning Corporation (Retirement Planning)
9810 Irvine Center Dr Irvine CA, 92618 Click here for Help & Contact Information
Serving Southern California (Financial / Retirement Planning)
Frank H. Markley CLTC, Genworth Life
28481 Camino Dimora San Juan Capistrano, Ca. 92675
Click here for Contact information
Serving Southern California (Financial / Retirement Planning) Edward Kanemoto, Certified Retirement Planner, ElderCare Alliance 1 World Trade Center, Suite #800, Long Beach, CA 90831 Click here for Help & Contact Information
Serving Southern California (Financial / Retirement Planning) Ronaldo Pontremoli - American Family Administrators
27635 Forbes Road, Suite D, Laguna Niguel, CA 92677 Click Here for Help & Information
Serving all of California & Arizona (Financial / Retirement Planning) Thomas Steele - Wealth Preservation Concepts 2900 Adams Street, Suite C130, Riverside, CA 92504 Click here for Help & Contact Information
Serving all of California (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Colorado
Denver / Colorado Springs Area (Financial & Retirement Planning) Paul Montgrain CSFP, CEA Director of the
Denver Area Advisory Board Colorado Eldercare Planning Council
Centennial, CO Click here for Help & Contact Information
Jefferson, Denver, Adams, Arapahoe, Boulder, Gilpin & Counties
Michael Herman, ChFC, LUTCF, Golden Wealth Solutions, Inc.
(Financial & Retirement Planning)
Wheat Ridge, CO 80033
Click here for Help & Information
Serving All of Colorado (Financial / Retirement Planning)
Marco Chayet - Chayet & Danzo, LLC
650 S. Cherry St., Suite 710 Denver, CO 80246 Click here for Contact information
Connecticut
Fairfield, Hartford, Litchfield, Middlesex, New London, New Haven, Tolland, & Windham Counties (Financial / Retirement Planning)
Kenneth Penfield, CCCE, CTReverseMortgage.com 1520 Highland Avenue (Rt10) Cheshire, CT 06410 (Toll Free) 1-866-REV-1411 Click here for Contact Information
Hartford, Litchfield, New Haven & Middlesex counties (Financial / Retirement Planning)
Cheryl S. Hinze, MBA, CLTC - Retirement Visions, LLC
433 South Main Street, Suite 110,
West Hartford, CT 06110 Click here for Help & Contact information
New London and Windham Counties (Financial & Retirement Planning)
Vincent Roemmele - Roemmele Agency LLC 220 Route 32 Uncasville, CT 06382 Click here for Contact information
Deleware
Serving all of Deleware (Financial / Retirement Planning)
JAH Financial Management
724 Yorklyn Rd., Ste. 220,
Hockessin, DE 19707 Click here for Help & Contact information
Serving all of Deleware (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
Florida
Aventura, Coconut Grove, Delray Beach & Miami (Financial / Retirement Planning)
Scott M. Solkoff, Esq. Solkoff Legal, P.A. Click here for Contact Information A PROFESSIONAL ASSOCIATION 2605 W. Atlantic Ave, Ste A-103 Delray Beach, FL 33445
Boca Raton, Fort Lauderdale, West Palm Beach, Aventura, Weston
(Financial & Retirement Planning) Ellen S. Morris, Esq. and Howard S. Krooks, Esq., Certified Elder Law Attorney, Elder Law Associates, PA
Main Office: 7000 W. Palmetto Park Rd., Ste 205, Boca Raton, FL 33433 Click here for Contact information
Broward, Palm Beach, & Dade Counties (Financial & Retirement Planning)
Doris Haas RN, CMC - Atlas Care Management
5555 N. Ocean Blvd. #36, Fort Lauderdale, Fl. 33308 Click here for Help & Contact Information
Broward, Palm Beach and Miami-Dade Counties (Financial & Retirement Planning) Adult Senior Placement - PO Box 771223, Coral Springs, FL 33077 Click here for Help & Contact Information
Broward & Palm Beach Counties (Financial / Retirement Planning)
Sheri L. Hazeltine ~ Sheri L. Hazeltine & Associates, P.A.
800 George Bush Suite 3 Delray Beach, FL 33483 Click here for Contact information
Charlotte, Lee, & Collier Counties
(Financial/ Retirement Planning) Mark E. Nichols, Charter Care Planning, LLC
Specializes in Medicaid Pre-Planning and Crisis Planning as well as Veterans Benefits
1415 Panther Lane
Naples, FL 34109 Click here for Help & Contact information
Charlotte, Lee, Manatee, Sarasota Counties & all of Florida
(Financial/ Retirement Planning) Guy F. Bartlett CLTC, Bankers Life & Casualty Insurance 2285 Buckskin Drive, Englewood FL 34223 Click here for Contact information
Charlotte, Sarasota, Lee, and Manatee Counties & serving via web-based or telephone appointments all of Florida! (Financial/ Retirement Planning)
Lance C. Marcin, CRPC - Retirement Protection Centers PO Box 601, Placida, FL 33946 Click here for Help & Contact information
Clearwater, Lakeland, Sarasota, St. Petersburg, Tampa and surrounding areas
Kate Wilde, CLTC, Genworth Life Insurance Company
116 Chesapeake Avenue, Tampa, FL 33606 Click here for Help & Contact information
Hernando, Pasco, Pinellas, & Hillsborough Counties (Financial Advisor)
Jeff Dupree, Member NAIFA - Allapree & Associates, Inc.
2144 Seven Springs Blvd., Ste 402 New Port Richey, FL 34655 Click here for Contact Information
Greater Orlando and Central Florida (Financial / Retirement Planning)
Tilden "Til" L. Sowdon, CLU, RFC
5728 Major Blvd., Ste. 602 Orlando, FL 32819
Click here for Contact information
Pasco, Pinellas, Hernando, Hillsborough Counties (Financial / Retirement Planning)
Allan Cruickshank, National Ethics Bureau Member Government Benefits Analysts Inc
905 E. M.L. King Jr. Dr. #216
Tarpon Springs, Fl 34689
Click here for Help & Contact Information
North Central Florida, Alachua, Marion & surrounding counties, Gainesville, Ocala & surrounding cities Scott Toney - The Toney Law Firm (Financial/Retirement Planning)
804 Northwest 16th Avenue Suite B, Gainesville, FL 32601
Click here for Help & Contact Information
Serving all of Southwest Florida (Financial / Retirement Planning)
Ted Capuano -
Legacy One Financial, LLC
8359 Beacon Blvd. Fort Myers, FL 33907 Click here for Help & Contact information
Serving all of Florida (Financial / Retirement Planning)
Chuck Pugsley, Medicaid Eligibility, Inc.
2255 Glades Rd, suite 324 Boca Raton, FL 33431 Click here for Contact Information
Serving all of Florida (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Georgia
Atlanta & Northwest Georgia (Financial / Retirement Planning)
Kenneth R. Clark, CPCU, CLTC, CSA, K.R. Clark & Co., LLC
413 Gold Crossing, Canton, GA 30114-6353 Click here for Help & Contact information
Atlanta, Athens, Macon & surrounding Areas in GA (Financial / Retirement Planning) BUD OTTO, CLU ChFC, Senior Risk Management
6025 Sandy Springs Cir. NE Ste 256 Sandy Springs GA 30328 Click here for Contact Information
Serving Georgia (Financial & RetirementPlanning)
James B. Swain, Swain Law Firm 515 E. Crossville Rd Suite 110 Roswell, GA 30075 Click here for Contact information
Hawaii
Serving all of Hawaii (Financial / Retirement Planning)
Frank H. Markley CLTC, Genworth Life 28481 Camino Dimora San Juan Capistrano, Ca. 92675 Click here for Contact information
Idaho
Ada, Boise, Canyon, Elmore, Gem, Payette and Washington Counties in Idaho and Malheur County in Oregon (Financial / Retirement Planning)
David Tidwell - Legacy Financial Advisors, Inc
146 McClure Ave.
Nampa, ID 83651 Click here for Help & Contact information
Priest River, Sandpoint, Hayden Coeur, D'alene, Post Falls, & Rathdrum
(Financial / Retirement Planning) Lisa Veltri - ADL Insurance Services 1221 Cottonwood Village Ste. 1, Priest River ID. 83856 Click here for Help & Contact information
Twin Falls, Pocatello, Idaho Falls, Rexburg, and surrounding areas
(Financial / Retirement Planning) Chad Nielsen, Gateway Financial 2755 Poleline Road
Pocatello, ID 83201 Click here for Help & Contact information
Illinois
Arlington Hts., Cook, Dupage, Chicagoland and all Illinois
(Financial / Retirement Planning) Kim A. Schutt, AA ALLIANCE BANCorp
515 Ogden Ave. Downers Grove, Il 60515
1-630-440-5187
Click here for Contact Information
Boone, Cook, DeKalb, DuPage, Grundy, Kane, Kankakee, Kendall, Lake, McHenry, Will & Winnebago (Financial / Retirement Planning) COUNTRY Financial, Robert J. Sweiss, CLTC, CSA
6239 South Archer, Chicago, IL 60638 Click here for Help & Contact Information
Chicagoland (Western Suburbs) (Financial / Retirement Planning)
Andy P. Kinne, CSA ~ Kinne Planning Institute
Wheaton, IL 60189 Click here for Help & Contact information
Serving Illinois, U.S.A, Canada, & the U.K. (Financial / Retirement Planning)
Read the Long Term Care
Review for unbiased, current information on LTC health care, types of
long term care insurance, and quotes.
Serving All of Illinois (Financial / Retirement Planning) All America Reverse Mortgage LLC 601 N. Hick Rd. Palatine, Il. 60067
Click here for Contact Information
Indiana
Central Indiana: Indianapolis
Stuart E. Lawrence, Long Term Care Specialist,
12589 Sandstone Run, Carmel, Indiana 46033 Click here for Contact information
Northern Indiana: Kokomo, South Bend, & Porter Counties (Financial/Retirement Plan)
Stephen T. Mellinger, CLU, CLF, CSPG - Professional Advisor Network Inc. New Carlisle, Indiana Click here for Help & Contact Information
Serving all of Indiana (Financial / Retirement Planning) Kevin Wedmore, Hoosier Senior Solutions / A2Z Annuity Marketing
11805 N. Pennsylvania St. Carmel, IN 46032
Click here for Help & Contact information
Serving Southern Indiana (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & Contact information
Serving all of Indiana (Financial / Retirement Planning)
Nicole L. Hawkins, CSA
Elder Advantage, Owensboro, KY
Click here for Contact information
Iowa
Ames & the Greater Des Moines Areas (Financial / Retirement Planning)
Robert J. Brandsfield CPA CFP, Brandsfield Financial Group/Wealth Care Services
1000 73rd Street #19 Des Moines, IA 50311 Click here for Contact information
Council Bluffs, Iowa & surrounding areas (Financial / Retirement Planning)
Gregg Bailey - Wells Fargo Home Mortgage 4725 S 84th St, Omaha, NE 68127 Click here for Help & Contact Information
Kansas
Manhattan, Salina, Topeka, & surrounding areas (Financial / Retirement Planning) James R. Lord and Timothy R. Roberts, Lord-Roberts & Associates
2914 SW Plass Ct., Ste. A Topeka, KS 66611 Click here for More Information
Kentucky
Serving the River Counties of Kentucky (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & Contact information
Serving all of Kentucky (Financial / Retirement Planning)
Nicole L. Hawkins, CSA, Elder Advantage Owensboro, KY Click here for Contact information
Louisiana
South Louisiana (Financial / Retirement) Michael Dunn - Long Term Care Consultant
35320 Laurent Rd. Slidell, LA 70460 Click for Help & Contact Information
North and Central Louisiana, Natchitoches, Alexandria, Shreveport
(Financial / Retirement Planning) Jimmy D. Long, Jr., Elder Law Attorney
Click here for Contact information
Massachusetts
Acton, Arlington, and all of Massachusetts (Financial / Retirement Planning)
Meredith Pensack, CLTC, Long-Term Care Insurance Planning,
248 Old Farm Road Newton, MA 02459-3459 Click here for Contact Information
Boston, Braintree, Canton, Dedham, Holbrook, Milton, Quincy, Randolph, Weymouth & surrounding areas
Tom Williams, Realtor, SRES, Coldwell Banker Residential Brokerage,
60 Adams Street, Milton, MA 02186 Click here for Contact Information
Cape Cod, Nantucket, & Southeastern Massachusetts (Financial / Retirement Planning)
William M. Yates, The Law Office of William M. Yates
141 Route 6A P.O. Box 1196 Sandwich, MA 02563 Click here for Contact information
Essex, Middlesex, Suffolk, & Worcester Counties (Financial / Retirement Planning)
Adam J. Tobin, Esq., Law Offices of Adam J. Tobin
809 Turnpike Street Willows Professional Park North Andover, Massachusetts 01845 Click here for Help & Contact information
Worcester County & MetroWest (Financial / Retirement Planning)
Russ Swallow, CSA, FutureSeniors P.O. Box 626 Worcester, MA 01613
Click here for Contact Information
Worcester & Middlesex Counties (Financial / Retirement Planning)
Thomas Bodine, CLU, ChFC, Sterling Financial Partners
Sterling, Massachusetts Click here for Help & Contact information
Boston, Cape Cod, & surrounding areas (Financial / Retirement Planning)
Kate Wilde, CLTC, Genworth Life Insurance Company
116 Chesapeake Avenue, Tampa, FL 33606 Click here for Contact information
Michigan
Mecosta, Osceola, Grand Traverse, Montcalm, Newaygo, Wexford, Crawford, Roscommon, Antrim, Lake, Leelanau, Otsego, Kalkaska, Missaukee, Benzie, Manistee, and Mason Counties (Financial / Retirement Planning)
R. Todd Balkema, Jordan Balkema Elder Law Center Convenient locations in Big Rapids and Traverse City, MI
Click for for Help & Information
Serving Southern Michigan (Financial / Retirement Planning)
Stephen T. Mellinger, CLU, CLF, CSPG - Professional Advisor Network Inc. New Carlisle, Indiana Click here for Help & Contact Information
Serving all of Michigan & North Dakota (Financial / Retirement Planning) Kelly Wentz, MetroPrairie Wealth Preservation, Inc.
315 Fifth Street North, Suite 100, Fargo, ND 58102 Click here for Contact Information
Minnesota
Twin Cities Metropolitan, Wright County, & Greater Minnesota
(Financial / Retirement Planning) Alfred Carroll-Pezzella, Minneapolis Financial Group 901 Marquette Ave, Suite 2600, Minneapolis, MN 55402 Click here for Contact Information
Serving all of Minnesota (Financial / Retirement Planning)
Harvey E Lorfeld, The Quixote Grp. P.O. Box 211103 Eagan, Mn. 55121 Click here for Contact Information
Mississippi
Hinds, Rankin, Madison Counties, & surrounding areas
(Financial / Retirement Planning) R. James Young, Wells Marble & Hurst, PLLC
300 Concourse Boulevard, Suite 200, Ridgeland, MS 39157
Click here for Contact information
Missouri
St. Louis City & County, Jefferson County, Franklin County, & St. Charles County
(Financial & Retirement Planning)
David M. Walther, CPA/PFS, JD, Summit Advisory Services, LLC
1034 S. Brentwood Blvd., Ste. 1910
St. Louis, MO 63117 Click here for Help, More Information, & to Contact
Greater St. Louis area as well as western Illinois (Financial & Retirement Planning)
David Purcell, Esq. Purcell & Amen, LLC
10805 Sunset Office Dr, ite 100 St. Louis, MO 63127 Click here for Help & Information
Serving all of Missouri (Financial & Retirement Planning) Guy Porter & Jeffrey Bremer
MO Regional American Association of Wartime Veterans - www.MOVeteranAid.org 42 Four Seasons Center, Suite 122, Chesterfield, MO 63017 Click for Help & Contact Information
Nebraska
Omaha, Nebraska & surrounding areas Council Bluffs Gregg Bailey - Wells Fargo Home Mortgage (Financial / Retirement Planning) 4725 S 84th St, Omaha, NE 68127 Click here for Help & Contact Information
Eastern Nebraska (Omaha to Kearney) Joe Elsasser, CFP®, RHU, REBC (Financial / Retirement Planning) 8420 W Dodge Rd Suite 510 Omaha, NE 68114 Click here for Help & Contact Information
Nevada
Las Vegas, Pahrump, Boulder City, Henderson, North Las Vegas & surrounding areas (Financial / Retirement Planning)
Daniel Goodsell, JD, CPA- Goodsell & Olsen, Attorneys at Law
10155 W. Twain Ave. Suite 100, Las Vegas, NV 89147 Click here for Help & Contact information
Serving all of Nevada (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
New Hampshire
Portsmouth, NH, Bedford, NH and nearby areas
William A. Hartley, JD, LLM, Hartley Law Firm (Financial / Retirement Planning) 1 New Hampshire Ave., Suite125 Portsmouth, NH 03801
15 Constitution Dr, Suite CEO-125 Bedford, NH 03110 Click here for Contact Information
New Jersey
Bergen County, Passaic County, & Essex County (Financial / Retirement Planning) Jonathan Schwartz, CLTC, National Financial Network,
7 Hanover Square Suite 8A New York, NY 10004 Click here for Contact information
Serving all of New Jersey (Financial / Retirement Planning) Linda Lajterman - Life Care Specialists, LLC
106 North Franklin Tpk, Ramsey, NJ 07446 Click Here for Help & Contact Information
Serving all of New Jersey (Financial / Retirement Planning)
Thomas O'Connell - Senior Wealth Solutions, LLC 2001 Route 46 Ste. 506 Parsippany, NJ 07054
Click here for Help & Contact Information
Serving all of New Jersey (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
New York
Albany, Rensselaer, Schenectady, Saratoga, Columbia, Greene, Fonda
& Montgomery Counties (Elder Attorney) Richard E. Rowlands, Tully Rinckey, PLLC
441 New Karner Rd Albany, NY 12205 Click here for Help & Contact information
Brooklyn, Bronx, Queens, Manhattan, Staten Island, Suffolk & Nassau Counties (Financial / Retirement Planning)
Randy Brickman CSA, CLTC, LUTCF, Forest Hills Financial Group
95-25 Queens Blvd. Rego Park, NY 11374
Click here for Contact information
Serving all of New York (Financial / Retirement Planning) Roberto Nascimento, MBA, CSA -
Wells Fargo Bank 50 Main Street,
White Plains, NY 10583Click here for Help & Contact information
Serving all of New York (Financial / Retirement Planning)
Jonathan Schwartz, CLTC, National Financial Network,
7 Hanover Square Suite 8A New York, NY 10004 Click here for Contact information
North Carolina
Charlotte Metro Area & all of North Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA - Financial Benefits,
7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277
Click here for Contact Information
Ohio
Cuyahoga, Summit, Portage, Stark, Medina, Lorain, & Lake Counties
(Financial / Retirement Planning) Margaret H. Kreiner, Esq., Law Office of Margaret H. Kreiner
Certified Elder Law Attorney Click here for Contact information
Cuyahoga, Erie, Lorain, & Medina Counties
(Financial / Retirement Planning) Shelley Reddy, CLTC, LTCP, Genworth Life
Lorain, Ohio Click here for Help & Contact information
Delaware, Licking, Franklin, Fairfield, Union, & Richland Counties
(Financial / Retirement Planning)
Don A Olson, PhD, Superior LTC Certified,
Superior LTC Planning Services, Inc.of Central Ohio
445 Hutchinson Ave., Ste.800 Columbus, Ohio 43235
Click here for Contact information
Serving the Greater Cincinnati Area (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & Contact information
Great Miami Valley & Southwest, Ohio (Financial / Retirement Planning)
Allan F. Scott MBA & CSA®, Scott Financial Services
3 Fairwood Drive Miamisburg, OH 45342 Click here for Contact information
Oklahoma
Oklahoma City and Tulsa Metropolitan areas (Financial / Retirement Planning)
Jerry E. Shiles - Parman & Easterday 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK 73134
Click here for Help & Contact information
Oregon
Serving N.W. Oregon & S.W. Washington (Financial / Retirement Planning) Larry McClanahan, CASL®, CFP®, SecondHalf Planning & Investment
PO Box 3056, Clackamas, OR 97015 Click here for Help & Contact Information
Serving all of Oregon (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Pennsylvania
Bucks County, Montgomery County, Chester County, Delaware County, Philadelphia County & all of Pennsylvania (Financial / Retirement Planning) John J Crowley MBA -
Stonehenge Advisor Group LLC
643 Bridge Street,
Schwenksville, PA 19473 Click here for Help & Contact information
Montgomery, Philadelphia, & Chester Counties (Financial / Retirement Planning) Robert M. Slutsky Associates 470 Norristown Road Ste 100, Blue Bell, PA 19422
Click here for Help & Contact information
Serving Central Pennsylvania (Financial / Retirement Planning)
Matthew Taylor - Taylor Retirement Services
3113 N. Front St., Harrisburg, PA 17110 Click here for Help & Contact Information
Serving all of Pennsylvania (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
South Carolina
Charleston, Dorchester, Berkeley, & surrounding counties Jerry J Rogers - Rogers Tax Advisory Group (Financial / Retirement Planning)
6650 Rivers Avenue, North Charleston, SC 29406
Click here for Help & More Information
Serving all of South Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA Financial Benefits,
7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277
Click here for Contact Information
Tennessee
Jackson, Memphis, and surrounding areas (Financial / Retirement Planning)
Allan F. Scott MBA & CSA®, Scott Financial Services
3 Fairwood Drive Miamisburg, OH 45342 Click here for Contact information
Texas
Austin, Dallas, East Texas, Houston, Corpus
Christi & surrounding areas
Harry & Lynn Shank, Texas Assurance Care (Financial / Retirement Planning)
4100 Duval Rd Bldg 4, Ste 207
Austin, TX 78759
Click here for Help & Contact Information
Dallas/Ft. Worth (North Texas) (Financial / Retirement Planning)
Jonathan Mazur, MBA, RFC, CFEd, Luke Financial Company
100 Highland Park Village Suite 200 Dallas, TX 75205 Click here for Contact Information
Dallas/Ft. Worth & Northeast Texas (Financial / Retirement Planning)
Mark John Crews, Mark John Crews & Associates
5150 Fair Oaks Blvd 101-102, Carmichael CA 95608 Click here for Contact Information
Houston, Texas and surrounding areas (Financial / Retirement Planning)
C&S Healthcare Services, Inc, Cindy Hartman RN, BSN 15430 Ridge Park Dr, Houston, Texas 7709 Click here for Help & Contact Information
Tyler, Texas and surrounding areas (Financial / Retirement Planning)
Michael Evans, CFP Legacy Group
One American Center 909 ESE Loop 323 Suite 210, Tyler, TX 75701
Click here for Contact information
Utah
Ogden Utah & surrounding areas (Financial / Retirement Planning) Ben Rowley, Financial Advisor, Edward Jones Click here for Help & Contact information
2380 Washington Blvd Suite 108
Weber County Center
Ogden, UT 84401
Weber, Davis, Box Elder and Morgan counties (Financial / Retirement Planning)
Greg Gregson, CSA, Estate Management, Inc., Gregson Tax Advisory Group,
99 South Wellington Drive Kaysville, UT 84037 Click here for Contact information
Virginia
City of Alexandria, Fairfax City, Fairfax, Loudoun, Arlington & Prince William Counties (Financial / Retirement Planning) Dale M Shaffer, Asset Preservation 6907 Valley Brook Drive, Falls Church, VA. 22042
Click here for Contact information
Serving all of Virginia (Financial / Retirement Planning) Craig MacBean - VA VETS AandA, LLC 1802 Lakecrest Court Richmond, VA 23238 - Contact me at: (804) 741-7890
Washington
Bellevue, Seattle, & the Greater Puget Sound Area
Donald R. Smith, ChFC, Emerald Capital Preservation, Inc
16212 Bothell-Everett Hwy F-271 Mill Creek, WA 98012
Click here for Help & Contact Information Representative registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910 Emerald Capital Preservation, Inc. and PlanMember Securities Corporation are independently owned and operated
King, Snohomish, & Pierce Counties (Financial / Retirement Planning)
Jeff Kyle, LUTCF, CSA, LTCP, Jeff Kyle Agency, 2020 El Capitan Way
Everett, WA 98208 Click here for Contact Information
Serving all of Washington (Financial / Retirement Planning) David Kimbler, L.U.T.C.F. - KIMBLER Financial
121 W Kellogg Rd Bellingham, WA 98226 Click for Help & Contact Information
Serving all of Washington (Financial / Retirement Planning) Travis De Renzo - Seniors Reverse Mortgage
2024 Madison Street, #101, Everett, WA 98203 Click for Help & Contact Information
Serving all of Washington (Financial / Retirement Planning) Ross Wolf, CLU, ChFC - Pacific Financial Advisors, Inc.
13353 Bel-Red Road Suite 105, Bellevue, WA 98005 Click for Help & Contact Information
Serving S.W. Washington & N.W. Oregon (Financial / Retirement Planning) Larry McClanahan, CASL®, CFP®, SecondHalf Planning & Investment
PO Box 3056, Clackamas, OR 97015 Click here for Help & Contact Information
Serving all of Washington (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Wisconsin
Columbia, Dane, Dodge, Milwaukee, Waukesha, Wood, Portage Counties & all of WI
Joanne M. Harmon CLTC, CSA, Harmon Financial Group LLC
112 W. James St Ste 2 Columbus, WI 53925 Contact: 1-800-783-6694 Click here for to learn more about Joanne and to contact her
Always Serving S.E. Wisconsin (Financial / Retirement Planning)
Jay Van Beusekom RHU, LUTCF, Jay Van Beusekom Financial Advisor LLC
11270 W Park Place, Suite 980, Milwaukee, WI 53224
Click here for Contact information
Serving all of Wisconsin (Financial / Retirement Planning)
Harvey E Lorfeld, The Quixote Grp. P.O. Box 211103 Eagan, Mn. 55121 Click here for Contact Information
Disclaimer: The sole purpose of this service is to assist you in contacting long term care providers or advisors in your area who may be helpful to you. There is no charge to you for using this service. Members of the National Care Planning Council have agreed to abide by an ethical code of conduct. We trust that Council members or anyone else we refer you to will treat you in an honest, fair and equitable manner. We do not verify the background or business practice of our referrals and it is up to you to determine for yourself the integrity of any provider we refer you to. We are not responsible if your experience with any of our referrals is not satisfactory.
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